Our Blog

Not All Bear Markets Are Created Equal

September 15th, 2015 by

We are pleased to share with you a recent market update written by Rick Vollaro, Chief Investment Officer of Pinnacle Advisory Group. Rick and his team believe this is a time to be more defensive in client investment portfolios, and we certainly agree. You have seen the results of this thinking in your own portfolio, […]

Our Response to Recent Market Events

August 27th, 2015 by

[This post is written by Rick Vollaro, Chief Investment Officer at Pinnacle Advisory Group, Inc. In September 2015, we combined businesses with Pinnacle and will now be featuring some of their articles and posts on our blog.] It is hard to believe that in three trading days, the market has penned its first 10% correction […]

Getting a Little Defensive

August 25th, 2015 by

Last week our domestic stock market finally gave in to the weight of investor worries. As we discuss in this update, we believe the market action the last few days warrants a reduction of risk in our portfolios, given the age of this bull market and the range of possible paths the global economy can […]

Market and Economic Commentary — July 2015

July 17th, 2015 by

Stay The Course Summary This market has been beset by one event after another, with various cross-currents muting recent performance. However, the uneven and often frustrating global economy continues to slowly evolve and grow, and should eventually lead to progress for patient investors. Our outlooks for the second half of 2015 remains constructive, as we […]

Greece… Greece… and more Greece…!

June 19th, 2015 by

So, what if Greece actually defaults on its debt? And, what if we do see a “Grexit” from the European Union (“the EU”)? What if it is forcibly removed from the EU? Financial troubles in Greece are very serious and certainly point to the possibility of these actions. In this article we provide our most […]

Market and Economic Commentary — April 2015

April 21st, 2015 by

A New Market Environment In this Issue: ✓First Quarter 2015 Recap Overseas stocks dramatically outperformed U.S. stocks in the first quarter. The primary cause is the European Central Bank (“ECB”) finally starting their “quantitative easing” program and the resulting economic stimulus. The U.S. economy is still in good shape, even as we start on our […]

The Risk of Abandoning Diversification

February 13th, 2015 by

The following article is written by our good friend Bob Veres, publisher of the financial planning newsletter Inside Information. It has been slightly edited. Feel free to share this with anyone you know who is interested in investments. When it comes to investing in the stock market, the risk that everybody talks about is the […]

What’s Going On With My Portfolio?

January 28th, 2015 by

We understand that you are likely to be disappointed with your portfolio returns for 2014.  In this piece, I’ll review the very real global problems causing this lackluster performance, and the actions we have taken and continue to take to mitigate these effects, while protecting your portfolio from the expected challenges of the current global […]

Market and Economic Commentary — January 2015

January 21st, 2015 by

The Global Expansion That Wasn’t In this Issue: 2014 In Review – If there is one thing investors will remember about 2014, it will likely be the unexpected collapse in oil prices in the second half of the year. At least that gave everyone a little extra spending money during the holidays. While the decline […]

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