Portfolio Strategy Review Q2 2018

Crypto kept crashing and Trump keeps bashing; except for his pal Vlad.  The new tax cuts have bolstered US economic growth in this 9th year of economic expansion. Median forecasts for Q2 economic growth are 3.7%, much higher than Q1’s 2.2%. The policy may be...

Portfolio Strategy Review Q1 2018

The Great Melt Up in stocks continued in January, and then it didn’t. After a January peak driven by economic optimism for US tax reform, a swift 10% decline ensued triggered by several factors: an early year rise in interest rates; the tweeter-in-chief’s tough tariff...

Portfolio Strategy Review 2017

Markets not only continued to defy gravity, the ascent accelerated! And the 2018 predictions are in. Drum roll please: Allan Roth: US stocks will return between -21.7% and +34.7%; international stocks between -26.4% and +42.4%. Thanks Mr. Roth. Did you really want...

Making Sense of Commission-Driven Advice

A referral from a trusted adviser like one’s CPA usually helps to take some risk out of the selection decision. However, just because a CPA works with numbers and is tax savvy doesn’t mean they are fully aware of the investment landscape nor motives that may work...

Financial Advice Only a Banker Could Love

Many banks now operate as a one-stop shop for all your financial needs. The convenience factor is seductive. To what outcome this “all-things, to all-people” boilerplate approach? This is a tale of a community bank, acquired several times, and now part of a publicly...

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