SEI Mailings
It has come to our attention that SEI has sent out misaddressed mailings, due to a glitch in their system. These letters were general information and contained no account numbers or other personal details. SEI is aware of the situation and will resend the mailings with the appropriate names and addresses. If you have received […]
SEI Update
Hope you are well and your summer has been a good one so far! I just wanted to let you know that you will receive some correspondence from SEI in the next few weeks regarding a new pricing structure (effective October 1st) and ongoing enhancements they are making to their services and website. Some of […]
The Brexit Aftermath
Welcome to Brexit Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable. The uncertainty of how, exactly, Europe and Britain will manage a complex divorce over the coming decade sent global […]
Time Versus Timing
The popular investment axiom of “sell in May and go away” isn’t off to a great start. U.S. stocks, as measured by the S&P 500 Index, were up 1.8% in the month of May. While the conventional wisdom behind the saying suggests that investors should stay out of the market for the six month time […]
2015 Final Contributions Deadline
As tax deadline approaches, we wanted to send a reminder regarding retirement plan contributions for tax year 2015. For those of you eligible, and planning to make a 2015 retirement plan contribution, we are asking all contributions be received in our Portland office by Monday April 11, 2016 to ensure sufficient processing time. If you […]
Dumbo’s Feather
After five straight weeks of gains, the troubled start to U.S. stocks is fading from memory as central banks have stepped in to assure investors that they will provide the support they feel is necessary to solve their country’s economic woes. Just last week, the Federal Reserve (i.e., the U.S. central bank) announced it would […]
Five Reasons for Optimism
Nobody wants to say it out loud—BUY!—but there’s certainly a lot of murmuring on Wall Street about opportunities for investors as financial markets careen lower and lower. The gloom from January has carried into February, with the S&P 500 index down more than 10% so far this year. Investors increasingly worry that a recession may […]
The Great Panic of 2016
There’s no diplomatic way to say this: the global stock markets are in panic mode right now. In two weeks of trading, the U.S. S&P 500 index is down 8% on the year, which brings us close to correction territory (a 10% decline), and has some predicting a bear market (a 20% decline). On top […]
A December to Remember
December has historically been a good month for stocks. Dating back to 1926, the U.S. stock market, as measured by the S&P 500 Index, has been positive 78.7% of the time in December. This is quite a bit higher than the 62.4% of the time that the U.S. market was positive over all months from […]
A Note About Recent Market Volatility
Stock markets around the globe experienced a good deal of market volatility last week and it continued today. Concerns over the pace of global growth and the possibility of the U.S. Federal Reserve increasing short-term rates in September sent most major global stock markets down. In the U.S., the Dow Jones Industrial Average officially dipped […]