A referendum will be held on Thursday, June 23rd, to decide whether or not the United Kingdom stays in the European Union. The recent uncertainty in mock polls has left markets volatile, making the world worry what will happen if a BREXIT (aka British Exit) does take place. While we can’t be sure what the… Read More

What a wild ride it’s been in the markets for 2016! It certainly has to be one of the most erratic first-halves to a year in recent memory. But, when markets get volatile they provide opportunities for those who remain disciplined and diversified, and this time has been no different. Mid-way through February, the S&P… Read More

March 17, 2016 – Here’s a headline from Business Insider at 4pm on February 11, 2016: “CHAOS ON WALL STREET: Here’s what you need to know” By Myles Udland, Business Insider “The latest sentiment reading from the American Association of Individual Investors released on Thursday showed that just 19.2% of respondents called themselves “bullish,” the… Read More

February 18, 2016 – It’s been a rough first six weeks of the year for investors. After many months of fears over falling oil prices, once the calendar turned to the New Year, volatility in Chinese stock markets added to global concerns. Now, with oil prices and Chinese markets relatively stable, why are markets still… Read More

The S&P 500 finished the year up a paltry 1.4% on a total return basis (including dividends), but was down 0.7% on a price-only basis (excluding dividends). For anyone who fell asleep at the beginning of the year and woke up on December 31st, it sure would have seemed (by looking at most market levels)… Read More