Q2 2020 – Keep Calm, Adjust, and Carry On
First and foremost we hope that all of you are physically safe and in good health. We are well and working together (at least six feet apart) from the Darrell & King office. We all
Q1 2020 Newsletter – Election Years and the Stock Market
A Presidential election year can provide several questions for markets. Indeed, 2016 provided a lot of volatility as the candidates and then the election sorted themselves out. During that process the S&P 500 endured a
Q4 2019 Newsletter – Financial Housekeeping & Questions
Our end of year client housekeeping consists of several things but includes two primary pieces. This newsletter will discuss those things. It will also cover things that you might want to consider prior to transitioning
Q3 2019 Newsletter – Summer Excitement
The old Wall Street adage of, “Sell in May and go away,” appears prophetic this year. However, if we had done that we would have missed the rising stock market during June. For those clients
Q2 2019 Newsletter – The Batting Average
We discussed the downward turn in the market during the fourth quarter of 2018 in our first quarter 2019 newsletter. We can summarize that newsletter, as well as past and future communications, by saying that
Through Market Volatility the Goal Remains Constant
Stock market indices experienced far greater volatility during 2018 than in 2017. As of December 31, 2018, the S&P 500 had declined 20% from its September high and bounced back a little, the NASDAQ had
The S&P 500 – A Meaningful Average?
In his second quarter note to investors regarding his Gabelli Asset Fund, Mario Gabelli stated that during the first half of 2018 the FANGMA (Facebook, Amazon, Netflix, Alphabet, Microsoft, and Apple) stocks accounted for 2.5
Tariff Trouble
We have discussed volatility frequently so far in 2018. The discussion and volatility will continue into the future, but we wish one of the variables lending to that volatility would dissipate. Tariff talk from around
Market Volatility Spikes Following Year of Tranquility
At the conclusion of last quarter’s newsletter we left you with the statement, “At some point we will experience greater market volatility than we had the benefit of avoiding in 2017.” Unfortunately, the statement rang