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Quarterly Report (Q1-2016)

If you prefer a PDF version of the below report, download that file HERE. Last Quarter Review:   The first quarter of 2016 was the poorest start of an investment year for over 80 years, perhaps ever. Yet it bottomed on Feb 11 and recovered to nearly no change. Volatility continues to be the norm […]

Quarterly Report (Q4-2015)

If you prefer a PDF version of the below report, download that file HERE. Last Quarter Review:   This past quarter continued to be very volatile yet recovered from the sizable negative levels at the end of Q3 with the broad market gaining +6.45% but ending the year still negative. While volatility will continue, one […]

Quarterly Report (Q3-2015)

If you prefer a PDF version of the below report, download that file HERE. Last Quarter Review:   This past quarter has been very volatile with mostly outside headlines impacting investor fears. While earnings were at a plateau to negative caused mostly by Energy and Materials sectors, the main concern seemed to be interest rates […]

Keeping the Sell-Off in Context

This post by our friends at Mastrapasqua Asset Management does a pretty good job of putting recent market events in context.  As always, if you have questions please reach out to us! Regards, Dave, Brent and Dustin   CAPITAL MARKET COMMENT August 24, 2015 By: Frank Mastrapasqua, Ph.D. Principal, Chairman and Chief Investment Officer THE […]

Quarterly Report, Q2 2015

If you prefer a PDF version of the below report, download that file HERE. Last Quarter Review:   This past quarter had little change in results, creating a volatile trading range. Q2, 2015 had much of this volatility related to headlines about Greece, the Middle East, China US FED Interest Rates, Employment numbers among others. […]

Quarterly Report (First Quarter, 2015)

If you prefer a PDF version of the below report, download that file HERE.   Last Quarter Review:   Q1, 2015 continued to be very volatile. Much of this volatility is related to headlines from Europe, the Middle East, China among others. While Q4 GDP was weak and likely Q1 will be as well (more […]

Quarterly Report (Fourth Quarter, 2014)

If you prefer a PDF version of the below report, download that file HERE. Last Quarter Review:   Q4, 2014 was a very volatile quarter with capital preservation STOPs hitting on October 15. However, given the wide number of economic indicators showing progress, the market weakness was not showing systemic problems. We re-allocated and re-invested […]

Schwab Market Snapshot

The week ending December 12th, 2014 was a pretty rough week for investing – the S&P 500 dropped almost 4%.  Not only that, the daily swings in the market have been pretty broad.  But, if we take a step back and look at the longer view, this may only be a dip in a continued […]

Quarterly Report (Third Quarter, 2014)

If you prefer a PDF version of the below report, download that file HERE. Last Quarter Review:   We warned that the summer quarter often has a pause in growth. Now that it is over, it did pause. Additionally, there is a sizable performance disparity between large and small stocks comparing the S&P 500, the […]

Lastest BNY Mellon, Hoey Economic Update

The latest installment of the BNY Mellon Economic Update, written by Richard Hoey, has been published.  As you’d expect, it’s another fairly comprehensive overview of the domestic economy, and the economies abroad. The article suggests that the economic recovery continues to grind ahead and accelerate over the next few years.  Read the article for yourself […]