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On Wall Street, Your Best Interests Finish a Distant SecondFebruary 15, 2019Here’s strong evidence that theirs come first As a client, you won’t find this groundbreaking. In fact, it’s likely one of the main reasons you are a client. We sent the article below to people we believe should become our clients. But the lesson is one that none of us can afford to forget – literally. So, we thought you might want to read it also. We strongly suggest you do. The gist is that all the major firms put their gains over yours – not news. But what’s interesting is who admits it, how they do so, and the ... Read More
2018: Year in ReviewJanuary 18, 2019Like a Good Basketball Game, It Came Down to the Fourth Quarter We started the year with a pop and a pull back. When the dust settled in February, nothing else spectacular happened, as the market ground out a slow and steady 5% return through mid-September. Then, as the fourth quarter unfolded, only the good people of Qatar in the Middle East stood as victors in the end, with their country’s stock market posting the only gains on the planet for 2018, and by a landslide – up 27%. While most of the damage came within the fourth quarter, ... Read More
A Note for the Holidays…and a Little LaughterDecember 20, 2018Happy Holidays! There’s no better time to reflect upon what’s important in life. Cherish what you have, learn from what you may have lost, and look forward to what great things will come. Thank you for allowing us to be a part of your lives. John & Bill
Frequently “Oaked” QuestionsNovember 30, 2018You Asked, So We’ll Answer FOQ: What Is a Correction? Short: A drop of at least 10% from a recent high. Long: You can’t watch the news without hearing “correction” these days, as we’re right in the middle of one. Why does 10% matter? Well, 10% is an arbitrary number. Why not 9%? Or 11%? We can all agree that being down 9.9% hurts as much as 10%. But the media latched on to this concept and ran with it. Nothing sells advertising like some good, ol’ fashioned panic! FOQ: How Often Do They Occur? Short: A lot. ... Read More
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