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Recent Updates

Robots Create Jobs, Don't Steal Them

Weekly Commentary, April 14th, 2017   Summary Equity markets were down in this shortened week with U.S. stocks (S&P 500) down -1.15% and international stocks (EAFE) down -0.38%. Fixed income markets were mixed with...

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From Fear to Fear — The Life of Too Many Investors (2017 version)

Weekly Commentary, April 7th, 2017 Summary Equity markets were down slightly this week (S&P 500 -0.23% and EAFE -0.75%) but proved resilient in what was a week of very negative headlines. Fixed income...

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The Hidden Risk in Investment Portfolios

Weekly Commentary, March 31st, 2017   Summary Equity markets were positive across the globe with U.S. stocks (S&P 500) up 0.80% and international stocks (EAFE) up 0.24% Fixed income markets were also positive with...

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Emotions and Money – Why Most Don’t Actually “Buy the Dips”

Weekly Commentary, March 24th, 2017   Summary  Equity markets experienced losses across the globe this week with U.S. stocks (S&P 500) down -1.34% and international stocks (EAFE) down -0.14%. Fixed income markets were mixed...

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You Can Stare at the Sky or Pick up a Hammer

Weekly Commentary, March 17th, 2017 Summary Equity markets were positive this week with U.S. stocks (S&P 500) up +0.28% and international stocks (EAFE) up +1.93% Fixed income markets were also positive with investment grade...

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The Critical Importance of Discovering Your “Money Mind” (Part 2 of 2) ~ by Jacob Timm

Weekly Commentary, March 10th, 2017   Summary Equity markets were mixed with U.S. stocks (S&P 500) down -0.31% and international stocks (EAFE) up 0.20%. Fixed income markets were down this week with investment grade...

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The Critical Importance of Discovering Your "Money Mind" (Part 1 of 2) by Jacob Timm

Weekly Commentary, March 3rd, 2017 Summary  Equity markets – were positive across the globe this week with U.S. stocks (S&P 500) up +0.71% and international stocks (EAFE) up +0.89% Fixed income markets –...

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Solving the “Riddle of Risk” by Better Understanding Your Financial DNA

Weekly Commentary, February 24th, 2017   Summary Equity markets were mixed for the week with the S&P 500 up 0.70% while the EAFE ended up down 0.17% after a weak Friday. Fixed income markets...

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Volatility vs. Vitriol – Feelings and the Future

Weekly Commentary, February 17th, 2017 Summary Equity markets were positive across the globe with U.S. stocks (S&P 500) up +1.55% and international stocks (EAFE) up +0.60% Fixed income markets were mixed with investment...

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A Status Check on the Markets/Economy as 2017 Gets Underway

Weekly Commentary, February 10th, 2017   Summary  Equity markets were positive domestically with U.S. stocks (S&P 500) up 0.95% and flat for international stocks (EAFE). Fixed income markets were positive with investment grade bonds (AGG)...

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