Category Archives for Markets

Markets for the Second Half of the Year

Someone asked me recently when the next stock market dip is expected. Their thought was that it should be pretty easy to anticipate the next correction, sell, and then buy back in at the bottom of the dip. Let’s just say, that is a lot more difficult to do that it sounds on the surface. […]

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Your Portfolio and a Trump Election

It’s fair to say that most people didn’t expect the Trump election victory.  Speaking with a well-known lobbyist in Washington on Thursday, he believed that no one was more surprised than Trump himself. There will be changes to the court, Obama Care, infrastructure, immigration, and climate policy.  Some people will celebrate and some will mourn, […]

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Narrative #2

As the presidential election season falls upon us there are many barbs being thrown from both sides of the isle. These barbs tend to be spun in the form of narratives that can affect voting outcomes and influence individual’s investment decisions. Brian Wesbury from First Trust Portfolios recently pointed out three narratives that we should […]

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Are We Biased?

Vanguard mutual fund recently released a report entitled The Global Case for Strategic Asset Allocation and an Examination of Home Bias.  Home bias is the tendency of a nation’s investors to invest the majority of their assets in their own nation’s equities regardless of how much or how little their nation represents as a percentage […]

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Have a plan, Stay the Course

With all the bad news we hear each day, it’s sometimes difficult to see the positives in the world.  Between what is happening economically in China and Europe, the drastic swings in the stock market, and the pending election in the United States, often it’s difficult to stay the course with your investment plan.

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Brexit: The recent vote by Britain to leave the European Union is both an economic and political earthquake.  It puts in question England’s economic relationships and the longer term future of the European Union. 

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When a Safe is Safe

At the beginning of this year Japan embarked on extraordinary central bank policy of “Negative Interest Rates” A negative interest rate means the central bank, and perhaps private banks, will charge negative interest. Instead of receiving money on deposits, depositors must pay regularly to keep their money in the bank. This is intended to incentivize […]

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Looking Out the Porthole; Our Eyes on the Horizon.

For a while now, many out there have been predicting the “financial storm.” Indeed, some of our clients are securing the hatches in anticipation of this storm. However, most of our clients know that, if the storm does come, we would work tirelessly to protect them from the severity of it.

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So far the markets seem to keep going up and up.

While the S&P 500 up from 1250 to 1410, year to date, that can’t continue forever. We all expect a correction, but so far that correction seems muted. The technicals suggest we are in a longer term pattern that could continue to as high as 1530 on the S&P 500. Why is this happening? Partly […]

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Challenges = Recovery

At the request of clients, we are providing market and general portfolio discussions on a more regular basis. Last month, we provided the 2012 Market Outlook. If by chance you did not receive the outlook, please reply to this email and we will correct that oversight. It’s also posted on our website at:

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Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.