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Tuesday, November 12, 2019

The Week on Wall Street Domestic and international stocks rose last week. Risk appetite outweighed concerns about the state of U.S.-China trade discussions. The Dow Jones Industrial Average, Nasdaq Composite, S&P 500, and MSCI EAFE all...

Monday, November 4, 2019

The Week on Wall Street A better-than-forecast jobs report prompted a stock market rally Friday, two days after traders witnessed another interest rate cut by the Federal Reserve. Both the S&P 500 and Nasdaq Composite ended the week at...

Monday, October 28, 2019

The Week on Wall Street The S&P 500 came within 0.1% of a record close Friday. Stocks were lifted last week by positive news on U.S.-China trade negotiations, plus earnings announcements. The Nasdaq Composite posted the largest weekly...

Tuesday, October 22, 2019

The Week on Wall Street Earnings helped give the Nasdaq Composite and S&P 500 a slight lift last week, offsetting investor disappointment over the small scope of the preliminary U.S.-China trade deal reached on October 11. Blue chips...

Wednesday, October 16, 2019

Computers and super-smart software are now preparing to take over many jobs handled by humans. Does this mean human workers are out of luck? NO, not by a long shot. It is estimated by the World Economic Forum (WEF) that 133 million new...

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Wednesday, October 16, 2019

At our recent Evening Event with the Cabot Team I discussed the volatility around interest rates and a few of the critical economic indicators that could be driving yields back down to the lowest levels seen earlier this cycle. Here is...

Wednesday, October 16, 2019

Here is what low- and negative- interest rates look like: A 10-year US treasury: Price $99.50, pays $1.60 per year and $100 on 8/15/29.A 10-year German treasury: Price €105.86, pays €0 per year and €100 on 8/15/29! This...

Tuesday, October 15, 2019

ESG - Environmental, Social, and Governance I spoke at our recent Evening Event with the Cabot Team about how we integrate ESG risk analysis in our process of choosing individual stocks and would like to summarize that for you here....

Tuesday, October 15, 2019

Dear Friends, The one constant of financial markets is change. Economic, political, technological, regulatory, environmental, and psychological changes are key basic laws of markets. There are forces in our system that are moving these...

Monday, October 14, 2019

The Week on Wall Street Stock prices pushed higher last week, as investors remained hyper-focused on any new developments with the U.S. trade negotiations with China. The Dow Jones Industrial Average picked up 0.91%, while the Standard...

Tuesday, October 8, 2019

The Week on Wall Street The fourth quarter started with a mixed week for equities. The Dow Jones Industrial Average lost 0.92% for the week; the S&P 500, 0.33%. In contrast, the Nasdaq Composite improved 0.54%. Overseas stocks pulled...

Monday, September 30, 2019

The Week on Wall Street Stocks retreated last week. Traders worried that the formal impeachment inquiry of President Donald Trump might distract White House officials from their pursuit of a trade deal with China, and shift the focus...

Monday, September 23, 2019

The Week on Wall Street Investors reacted to two major news items last week, one far more of a surprise than the other. The Federal Reserve did indeed make a rate cut, matching Wall Street expectations. Drone strikes on two of the...

Monday, September 16, 2019

The Week on Wall Street Stocks edged toward all-time peaks during a relatively calm week marked by easing trade tensions. Friday marked the eighth straight daily advance for the Dow Jones Industrial Average.[1] Small-cap shares, as...

Tuesday, September 3, 2019

The Week on Wall Street Fears of an impasse in the U.S.-China trade dispute lessened last week. While additional U.S. tariffs on Chinese imports were scheduled to take effect on September 1, China’s government communicated that...

Monday, August 26, 2019

The Week on Wall Street Traders assumed that the week's biggest news event would be Federal Reserve Chairman Jerome Powell's speech at the annual Jackson Hole banking conference. Instead, China seized the headlines by announcing new...

Monday, August 19, 2019

The Week on Wall Street U.S. stock indices saw significant ups and downs last week, with traders looking for economic cues from Treasury yields and also developments in the tariff fight between the U.S. and China. The S&P 500 lost 1...

Monday, July 29, 2019

The Week on Wall Street Last week, investors assessed earnings and the initial estimate of second-quarter economic growth, while awaiting the Federal Reserve's next announcement about interest rates. Stocks rose for the week;...

Monday, July 22, 2019

The Week on Wall Street Stock benchmarks retreated during the first week of the second-quarter earnings season. As some big names shared quarterly results, investors seemed more interested in what might happen at the Federal Reserve's...

Tuesday, July 16, 2019

As we enter our 10th year of economic expansion, the chorus grows among experts and analysts on Wall Street that we will eventually, “Enter a recession and stock prices will surely enter a bear market”. All this correction...

Tuesday, July 16, 2019

There are many reasons why advisors utilize Roth conversions to bolster a client’s success in retirement, so it is important to have a general understanding of the mechanics involved, why you would want to complete a conversion,...

Tuesday, July 16, 2019

Stock market prices on any given day are a function of the collective information known by millions of investors globally. Specifically, changing global economies, corporate earnings, interest rates, and geopolitical issues are all...

Tuesday, July 16, 2019

As a regular feature, we’ll be highlighting aspects of ESG investing, an approach that takes into account risks relating to Environmental, Social, and Governance factors. It is important to note that ESG is not about personal or...

Tuesday, July 16, 2019

Correction? What correction? Equity markets around the world plowed ahead in the 2nd quarter, putting last year’s very difficult 4th quarter finish further into the rearview mirror. In fact, as you can see from the accompanying...

Monday, July 15, 2019

The Week on Wall Street Friday, the S&P 500 settled above 3,000 for the first time, after rising 0.78% for the week. The Dow Jones Industrial Average chalked up a milestone of its own: the blue chips ended the week above 27,000,...

Monday, July 1, 2019

The Week on Wall Street A month of gains for stocks ended with a weekly retreat. The S&P 500 lost 0.30%; the Nasdaq Composite, 0.32%; the Dow Jones Industrial Average, 0.45%. In contrast, overseas shares, tracked by the MSCI EAFE...

Monday, June 24, 2019

The Week on Wall Street The S&P 500 hit an all-time peak of 2,964.03, in intraday trading Friday, while improving 2.20% across five market days. The Dow Jones Industrial Average and Nasdaq Composite posted respective, 5-day advances...

Friday, April 12, 2019

To date, 2019 has surprised many investors with the strength in equity prices. We expect a more positive environment in general in 2019 with periodic corrective phases. Over the years of managing client portfolios, there are some core...

Friday, April 12, 2019

What a difference a year makes. At this time last year the U.S. Federal Reserve, “the Fed”, had just raised the federal funds rate, the most important benchmark for short-term rates, by 0.25% to 1.75%. The new Fed Chairman,...

Friday, April 12, 2019

The market’s mood shifted dramatically as the calendar turned, with global stocks rebounding in the first quarter of 2019 from a very difficult fourth quarter of 2018. Double-digit declines in US and international markets in 4Q...

Friday, April 12, 2019

The U.S. stock market is off to one of its best starts in history, but let’s not forget that 2018 was marked with increased volatility that caused many investors to consider exiting the markets, especially during the last quarter...

Friday, April 12, 2019

Experience has demonstrated that Artificial Intelligence (AI), like other technologies, will likely cause both disruption and growth opportunities. Even though AI is a headline-grabber today, AI has come a long way in the last few...

Friday, April 12, 2019

We are all aware of the overwhelming cost of a college education today. Tuition and fees continue to climb each year with no end in sight. Saving enough to fund your child’s (or grandchild’s) education can be a daunting...

Wednesday, October 17, 2018

2018 has been a challenging year for many global equity markets. There are three factors that matter most today for global economies and markets: Central Bank policy is changing in U.S. – thus allowing interest rates to rise....

Wednesday, October 17, 2018

Stock Selection: Balancing Quality, Value and Growth “Don’t put all your eggs in one basket”, is age-old advice. Indeed, we talk extensively about diversifying your investments geographically (US, Foreign Developed...

Wednesday, October 17, 2018

Thank you to all who attended our fixed-income session at the conference this year. Unfortunately, we didn’t have quite the level of interest we had at last year’s session. I suppose next year I will have to come up with a...

Wednesday, October 17, 2018

If you’re considering retirement and have purchased stock of the company you work for within your retirement plan, you have an opportunity to manage the income taxes you pay on any plan distributions by taking advantage of an...

Wednesday, October 17, 2018

Pictured here is Rob Lutts with an executive of Western Pest Services, a division of Rollins, Inc. Rob Lutts attended an investment program in August at the New York Stock Exchange by Rollins, Inc. (ROL). Rob was there researching the...