And the band played on…and on and on an on.

So far the market continues to push further. What goes up, must come down … but not right away. Looking at our January Commentary, we thought the stock market might run, but now our concern is that this is happening much faster than expected and than underlying economic fundamentals seem to justify. The markets seem […]

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A little Family Meeting that helps your kids be more financially responsible.

Family meetings are a great way to bring college-age to adult children into the parents’ financial picture. People are generally very private about their financial lives, but you might consider revealing at least an outline to your children. The reveal can be done in stages, so that they are in a better position to “take […]

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Something BIG Changed and we responded….QUICK!

For a long time, hedge fund managers and economists have asserted that China’s official financial statistics were “optimistic and unrealistic”. Today, China appeared to be recognizing some of these excesses. The main concern here is a liquidity crisis in China that might rival the US 2007 – 2008. While we don’t have emerging markets exposure […]

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The Secret Things We LOVE Doing for our Clients.

There are some things we do for clients that they don’t really know about. I am not complaining. We are supposed to do research, anticipate needs and take care of details so clients don’t have to think about these things as much. However, I thought it might be helpful to tell you about one of […]

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A Simple Question Was Asked…and we answered.

A simple question was asked: Why not just buy and hold the index? And if not, how can a relatively small “part time” investment manager compete with all the available large institutional managers?

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The Sequester.

by Jeff Ptak, CFA President and Chief Investment Officer Morningstar Investment Services U,S, lawmakers remain at odds over which steps to take in order to reduce the federal budget deficit. If the two sides are unable to forge a compromise by March 1,2013, a process known as “sequestration”or automatic spending cuts-will unfold,

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The Euro and US Politics – A NEW Game of Thrones.

Europe finally chooses its path, and it’s for a tighter union and a loss of sovereignty. The EU Central Bank agreed to lend an “unlimited” amount of short term money to struggling EU countries. Countries who want to continue to get short-term loans will have to demonstrate progress in reform (austerity). The EU will print […]

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A Visual Guide to American Federal Debt Made Easy.

The US Debt limit discussion has passed into the background, but it’s not gone. The US government has the same fundamental problems as Europe, in that it makes financial promises that it cannot support long term. At some point soon, the borrowed money cannot mathematically be paid back. Many would point to our current economic […]

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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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Your “Punk Economics” Lesson.

Irish Economist David McWilliams explains the ECB’s massive cash for trash scheme — bailing out banks with your money. http://youtu.be/V5z0rQRdsiE

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