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Recent Updates

Back to (Investing) School with Buffett and The Bible

Weekly Commentary, September 16th, 2016   SUMMARY Equity markets finished the week mixed with the S&P 500 +0.53%, reversing its recent trend of underperformance relative to the EAFE which finished the week -1.79%. Fixed...

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Don’t Fear the Inevitable, Just Plan for It

Weekly Commentary, September 9th, 2016 Summary  Equity markets finished the short week down after a tough Friday with the S&P -2.33% and the EAFE -1.49%. Fixed income markets were both down as...

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Navigating the Fed Induced Fog

Weekly Commentary, September 2nd, 2016 SUMMARY Equity markets finished with nice gains for the week with international stocks (EFA) having a particularly strong week +1.82% vs. the S&P 500 (SPY) +0.50%. Fixed income...

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Oh, the Places the Fed Won't Actually Go

Weekly Commentary, August 26th, 2016 Summary  Equities – global equities ended up the week slightly down after Friday’s decline with the S&P 500 -0.57% and EAFE -0.74% for the week. Fixed Income –...

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A Lake Wobegon Kind of Economy

Weekly Commentary, August 19th, 2016 SUMMARY ONE YEAR ANNIVERSARY of our Weekly Commentary. This week marks the one-year anniversary of our shift from periodic newsletters to a weekly update. It’s hard to believe we’ve...

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A Cautionary Tale About Trying to Be Too Smart

Weekly Commentary, August 12th, 2016 Summary Equity markets were mixed with the S&P 500 essentially flat for the week (+0.13%), while international markets (EAFE) registered a great week +1.82%. Fixed income markets high-yield...

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A Time to Reflect and Express Appreciation

Weekly Commentary, August 5th, 2016   Summary Equity markets were relatively unchanged this week with the S&P 500 up slightly (0.49%) and EAFE down slightly (-0.47%). Fixed income markets were mixed on relatively good...

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Caddy Shack vs. CNBC

Weekly Commentary, July 29th, 2016   Summary Equity markets – Global equity markets were mixed this week (S&P 500 -0.06%, EAFE + 1.74%) Fixed income markets – were also mixed for the week...

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And Now, Back to Some Fundamentals

Weekly Commentary, July 22nd, 2016   Summary Equities – global equity markets had another positive week (S&P 500 +0.65%; EAFE +0.14%). Fixed Income – both high-quality (AGG) and high-yield (JNK) made gains this week...

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It’s Not Just Data You Need, It’s Information

Weekly Commentary, July 15th, 2016   Summary  Equity markets had a great week almost across the board with the S&P 500 up 1.50% and the EAFE index up 3.10% Fixed income markets were...

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