Market Updates
Weekly Financial Insights Blog

One Quarter in to 2014

Today the first quarter of 2014 draws to a close, it is officially spring and Opening Day baseball games are being played all over America. We might be able to say we are beyond one of the worst winters we’ve had in almost 40 years. However, we’ll continue to worry about the effects of the col[...]

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Does the Fed Take a Cue from Last Week’s Blog Post?

Last week, I wrote about the benefits of combining our qualitative judgment with the statistics that we use to assess the investment managers we use when constructing our clients' portfolios. When Janet Yellen, the new Federal Reserve Board Chair, gave her first press conference last week, she sugg[...]

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First in Math, Not so Fast

My seven year old son uses a program called "First in Math", on his iPad, to practice his math skills. He seems to enjoy the challenge of accumulating points and competing for the highest point score in his classroom. I would say it is more entertaining than the flash cards I recall from my early [...]

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Who Doesn’t Remember Their First Car?

I love cars. I have owned over 20 of them. My first car was a 1973 Fiat Spyder convertible. It was "British racing green", which of course is why I bought it. This was a very practical car for a college student living in Minnesota and traveling back home to Wisconsin during winter breaks. That [...]

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Economic & Market Review

As the month of February comes to a close this week, we must also accept the fact that we are two thirds of the way through the first quarter. Last week's economic data was mostly weak and called into question just how strong the first quarter's growth rate can be. There is an argument underway re[...]

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Olympic Effort

I don't know about you, but I have watched a lot of Olympic coverage. I watch because it is inspiring to see people who are so committed to achieving a goal. I for one would like to see more coverage regarding the athletes preparation and less regarding the host's pink eye, the drama in their pers[...]

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Janet Speaks!

This week, the new Federal Reserve Chairwoman, Janet Yellen will have her first opportunity to speak to Congress. Investors will be keeping a watchful eye on her opening remarks and answers to key questions about monetary policy. New Unemployment Information Last week we received new informatio[...]

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Haven’t You Read About Winter?

Yesterday we received some economic data that caused the stock market to decline 2.1% to a level not seen since mid-October. It also ended the longest period without a 5% correction in seven years. So, does this mean the end of the secular trend higher for stocks or is it something else? How ma[...]

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Draining the Swamp

Last week during a strategy group meeting, the Director of our equity strategy group meeting raised some concerns about the effect "draining the swamp" might have on equity prices. This is a colorful phrase he has used since the beginning of the Federal Reserve's quantitative easing programs to des[...]

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User-Friendly Portfolios

Last week, one of my colleagues and I were meeting with a new client to review our recommendation for their asset allocation. After the meeting we were discussing how our presentation went and he suggested that it was “user-friendly.” I thought about that and realized how important that commen[...]

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