Posts Archive
Market Commentary
July 2018 Market Update
Written By Brian Johnson, CIO Summary: Our investment strategies have been “overweight” equities (stocks) for several years now. We’re currently in the process of reducing client portfolios exposure to a more “neutral” stance. The bull market is not necessarily over, but the risk of a substantial correction has increased enough to warrant a more neutral…
Read More June 2018 Market Update
Written by Brian Johnson, CIO Summary: We’re watching volatility levels carefully, as they are a key indicator that a correction may be afoot in equities markets. At present, volatility is elevated but not alarmingly so. The historically low volatility in equities markets that we experienced in 2017 has, as expected, returned to “normal” in 2018.…
Read More May 2018 Market Update
Sell in May and Go Away? By Brian Johnson, CIO and Partner Stock Market Summary: Signs suggest that the market correction that began in late January has been primarily sentiment-driven and is nearing its end. A healthy earnings season, led by the technology sector, could be just the medicine the market needs to resume its…
Read More April 2018 Market Update
By Brian Johnson, Chief Investment Officer Summary: Signs point to this correction likely being sentiment driven and nearing its end. A healthy earnings season, led by the technology sector, could be just the medicine that the bull market in stocks needs to resume its upward trend. The father of value investing, Benjamin Graham, liked to…
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August 2018 Market Update -The Longest Bull Market Ever? Not So Fast…
Written by Brian Johnson, CIO Summary: This isn’t the longest bull market in history. In fact, it’s pretty average. If you’ve picked up a newspaper or turned on the TV in the last few weeks, you’ve likely heard someone quoting statistics suggesting that this is now the longest bull market in history. I’ve had more than…
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