Uncategorized'S ARCHIVE

  • Who would have imagined record market highs at this point last year, when the indices ended the year in negative territory? Or when new year 2016 got off to such a rocky start, tumbling 10% in the first two weeks—the worst start to a year since 1930? The markets eventually bottomed in mid-February and began […]

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  • Are Stocks for Pessimists?                                                                                                                         BELLATORE December 19, 2016 By: Jonathan Scheid, CFA, AIF® The views and opinions contained herein are those of Bellatore Financial, Inc. and have been researched and analyzed by Jonathan Scheid, CFA, AIF®, President & Chief Investment Officer. 12/16/16 12/9/16 Weekly % Change YTD % Change 12-Month % Change S&P 500 Index […]

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  • 100 days after the Brexit scare, three quarters of a year after the most recent Fed rate hike, the markets once again confounded the instincts of nervous investors and went up instead of down. Last week, Fed Chairperson Janet Yellen told the world that the U.S. economy is healthy enough to weather a rise in […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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  • 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 […]

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