The U.S. stock market hit record highs early in the year, only to fall back in March to post mostly flat returns for the quarter. Still the S & P 500 index was up nearly 1%, which would take 4 years to match in today’s bank savings accounts. International stocks, after trailing the U.S. for […]

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The average U.S. diversified stock mutual fund returned +7.21% for the full calendar year 2014. This category is represented by over 8,000 mutual funds of all shapes and sizes, according to Morningstar data, and represents over $5 trillion in assets. Still, we believe there is ample opportunity for stocks to post additional gains this year and […]

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A Pessimist Sees

On September 16, 2014 By

“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.”
-Winston Churchill

As of late, pessimists have been given many gifts to help show the economy is ready to stall, the markets are ready to fall and generally the world is a dark and […]

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Getting the direction of the market right doesn’t always require rocket science. Sometimes basic common sense points the direction, you just have to be able to ignore the surrounding noise. The stock market is a reflection of the economy and projected future corporate earnings, 6 to 9 months out. Both have been trending up for […]

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U.S. Stocks were fairly flat during the quarter, after a very strong performance in 2013. Such a pause to refresh is not only normal but healthy for the market. Like a marathoner, the Dow can not be expected to charge non-stop to 20,000—it will need to take rests and catch its breath from time to time. […]

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