Visit us on Facebook Follow us on Linkedin

Category Archive:

The Return of Volatility – Man vs. Machine

See below for thoughts on the current market environment by Nick Lacy, CFA, Chief Portfolio Strategist of Asset Management Services with Raymond James.

After an extended two-year period of “quiet” that saw U.S. equity markets steadily climb to record highs, volatility made its long-awaited appearance last week. Since January 29, the Dow Jones Industrial Average has fallen 10.2% (at the time of this writing), marking an official equity market correction. So, what caused these market jitters? For the full article, click here.

November 2017 – Measuring Success Newsletter

Below is an excerpt from the latest Measuring Success Newsletter.

“Recently, you might’ve seen the 30th anniversary of Black Monday pass by. It is impossible for me to express the profound impact this event had on me as a professional, business owner, and financial advisor. So it is with due respect that I mark the significance of this anniversary. You’ll probably agree that we tend to learn the most from painful experiences.

Continue Reading »

What Comes Next? Bull, Bear, Correction?

The bull market in U.S. stocks has been charging ahead for more than eight years.1

While that’s young in people years, it’s ancient in bull market terms. Since World War II, the longest bull market in U.S. stocks lasted for almost nine-and-a-half years. The shortest sputtered out after just 13 months. On average, bull markets last for slightly less than five years, according to Fortune.2

So, how much longer will this bull market persist? No one knows for certain.

Continue Reading »