Toll-Free: 800.687.6551

News & Blog

Mario Mendoza and Financial “Experts”

By Jon Aldrich By all accounts, Mario Mendoza was a slick infielder who couldn’t hit a lick. His lifetime batting average was .215, which you don’t have to be a baseball aficionado to understand is not very good. He essentially recorded a successful base hit approximately 20% of the time, give or take. Heck, I…

Read More

2nd Quarter Markets Summary

BLOG, MARKETS & ECONOMICS  |  3 Jul 2018

By Jon Aldrich Market volatility calmed down a bit in the 2nd quarter after a tumultuous 1st quarter that saw an end to the unprecedented calm of 2017. 2018 has been a return to normalcy for stocks after one of the calmest stretches for equities in history that was 2017. The economic cycle and the…

Read More

2018 First Quarter Market Summary

By Jon Aldrich It has been a long time coming, but for the first time in nine calendar quarters, most of the major stock and bond indexes were down. So far we have only seen modest declines for the year but it does remind us that yes, markets can and do go down from time…

Read More

Beware, The Ides of March

By Jon Aldrich The Death of Caesar (1798) by Vincenzo Camuccini We are probably all familiar with the famous quote “Beware the Ides of March” from Shakespeare’s tragedy of 1599 Julius Caesar . It was a warning that a soothsayer gives to the Roman Leader, Julius Caesar, to let him know that his life is in peril, and he…

Read More

Simple Facts About the Market Correction

BLOG, MARKETS & ECONOMICS  |  9 Feb 2018

By Jon Aldrich Anthony Isola an advisor @ Ritholz Wealth Management an advisory firm based in New York Tweeted out this notecard a couple of days ago and called it “A Market Crash on a Card”. It is a very simple yet extremely helpful look at what we as investors need to consider as we…

Read More

Well, It’s About Time

BLOG, MARKETS & ECONOMICS  |  6 Feb 2018

By Jon Aldrich It has been quite some time since the stock market has had a rough stretch like it is incurring right now. Of course, the news media and CNBS are doing their best to make a “mountain out of a molehill”. The truth of the matter is that the market was overdue for…

Read More

TAX REFORM? GUESS WE WILL SEE

BLOG, MARKETS & ECONOMICS  |  20 Oct 2017

Well, the Republicans were promising to get our tax filings down to a postcard size tax return, but after reviewing the House of Representatives tax reform proposal, it will have to be one super-sized postcard. Did anyone really think we were ever going to file our taxes on something the size of a postcard anyway?…

Read More

All Good Things Must Come to an End.

BLOG, MARKETS & ECONOMICS  |  21 Jun 2017

By Jon Aldrich Just like summer, a riveting novel or a great vacation “All good things must come to an end.” So wrote, the Father of English literature, Geoffrey Chaucer in his poem “Troilus and Criseyde-The Siege of Troy” way back in the 1380’s. So, does this apply to the stock market as well? Stock…

Read More

Is a Border Adjustment Tax (BAT) just Batty?

BLOG, MARKETS & ECONOMICS  |  28 Feb 2017

By Jon Aldrich We all know by now that President Trump aspires to build a wall between the U.S. and Mexico and he has stated that he is going to have Mexico pay for it. You may wonder, How is he going to get Mexico to do this? Enter, the Border Adjustment Tax. What is…

Read More

Interest Rates are Up, Are Bonds in Trouble?

Why Bond Investors Shouldn’t Panic by Jon Aldrich Two events occurred in the last quarter of 2016 that many thought may never happen. The first was the Chicago Cubs winning the World Series and the second was, after many years of ultra-low rates, interest rates finally started rising. Since Donald Trump was elected, back in…

Read More