Blog Archives

A Few Thoughts on the Recent Volatility

An analytics partner of ours, LSA Portfolio Analytics, summed up the last few days of market volatility very well.  I’ll copy it here.  We don’t feel this is systemic or structural, but we are certainly paying attention to the reasons behind the market drops.  I hope the commentary below provides some perspective.It’s likely that mainstream […]

Quarterly Report (Q4-2017)

If you prefer a PDF version of this report, please click here to get the 2017 – Q4 Tempo Report. Last Quarter / Year Review:   12-months in a row of positive US market gains; the first time in history. According to Charles Schwab, the consistent gains of 2017 were supported by an equally consistent […]

Quarterly Report (Q3-2017)

If you prefer a PDF version of this report, please click HERE. Last Quarter / Year Review:   The S&P 500 increased in Q3 by 3.96% which is the highest growth per quarter this year. In a generally low volatility manner, the market continued to run higher. Earnings continued to increase and rose faster than […]

How To Respond to a Data Breach

Time is of the essence, whether your personal data has been compromised as part of a larger targeted cyberattack, or you are the victim of an individual cybercrime. You’ll need to take immediate action to minimize the impacts. These are steps you should take within specified timeframes after discovering your data has been breached. Within […]

Equifax Data Breach

Many people have been reaching out about the recent Equifax data breach.  As you may have heard, this breach has impacted 142 million adults in the US… that’s a majority of adults, and it’s likely that you are personally impacted.  This is a brief compilation of what we have communicated to clients over the last […]

Quarterly Report (Q2-2017)

If you prefer a PDF version of this report, please click HERE. Last Quarter / Year Review:   In a generally low volatility manner, the market continues to run higher. Q2, 2017 rose 2.57% and somewhat slower than Q1. Earnings continued to increase which is necessary for a well behaved market. There is significant worry […]

Quarterly Report (Q1-2017)

If you prefer a PDF version of this report, please click HERE. Last Quarter / Year Review: The market continues to run higher. Q1, 2017 was up 5.53% and significantly better than Q4, 2016. A concern is that the PE ratio is getting high relative to history and may suggest that either a correction could […]

Quarterly Report (Q4-2016)

If you prefer a PDF version of this report, please click HERE. Last Quarter / Year Review: Q4, 2016 was up slightly less than Q3 at 3.25% v. 3.3%. The second half of the year was much better than the first.   Market Strategist Bob Doll of Nuveen summarizes very well: “In many ways, the beginning […]

Quarterly Report (Q3-2016)

If you prefer a PDF version of this report, please click HERE. Last Quarter Review:   Volatility is back and is likely to continue with an upward bias dependent mostly on actual earnings and unexpected economic data results. While the election has an impact on the market, it usually is not lasting. Policy for growth […]