There is a saying about the weather here in Colorado: If you don’t like it, just wait a minute. When it comes to the stock market, one quarter is the equivalent of about a minute’s worth of weather. The S&P 500 (total return) Index rose 13.65% in the first quarter; the largest first quarter gain […]
1st Quarter Client Note – Just Wait a Minute Read More »
The S & P 500 (total return) Index fell 13.52% in the 4th quarter, bringing the benchmark index to a loss for the year of 4.38%. This, following a best-quarter-in-five-years gain of 7.2% in the 3rd quarter. The negative 9.03% in December was the 11th worst month in the past 50 years. The three worst
4th Quarter Client Note – Is Past Ever Prologue? Read More »
The S & P 500 (total return) Index experienced its best quarter in five years, rising 7.2%. (Of course, things happen so fast, that as of this writing the S&P 500 has fallen almost 4.5% in the first nine days of the third quarter; led largely by falling technology stocks and possibly attributed to the
3rd Quarter Client Note – Yield Curve Ball Read More »
As of this writing the new tax bill hasn’t yet been signed by the President. But it already seems to have been sealed and delivered. So at the slight risk of being too fast out the gate, here is a summary of the vast new law which goes into effect on January 1, 2018 –
Tax Cut and Jobs Act, HR 1 – What it Means Read More »
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