September 2015 Market Recap

super moon

Selenology Both a lunar eclipse and a super-moon made for a dramatic celestial show on the evening of the final Sunday of September. A super-moon occurs when the moon’s orbit brings it closest to Earth, and a lunar eclipse leaves the moon with a rusty, reddish color.                 […]

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August 2015 Market Recap

Clarity Investors are looking for clarity in the face of multiple uncertainties, more uncertainties than most typical investors can bear. What is going on with China? Exactly how strong is the U.S. economy? When will the Fed increase interest rates? And when will oil prices stop sliding? These are all tough questions to answer. In […]

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July 2015 Market Recap


The Usual Suspects Did you know that 2014 was the warmest year on record? Most of the U.S. enjoyed a cooler start for the summer this year, but right now it’s pretty hot for us in North Texas. Still, it’s probably not a bad time to go somewhere even cooler in these last few weeks […]

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June 2015 Market Recap


Drachmas, Dragons and Bears The summer is usually a time to relax. School lets out, and you don’t have to deal with as much traffic. You might have already squeezed in a vacation or hosted a cookout or two, but the markets have not been so relaxed. Over the past three years both temperatures and […]

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Greece and the Market


Greece dominates the global headlines right now, and for good reason. While Greece is a small country, its huge debt balances have forced the International Monetary Fund (IMF), the European Commission, and the European Central Bank (ECB) – the three collectively known as “the troika” – to repeatedly save it from defaulting on its debt […]

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May 2015 Market Recap


There’s an antiquated stock market adage to “sell in May and go away”. The advice is really the back-end of an old two-step trading idea sometimes dubbed the “Halloween Indicator”. The idea is that the market performs best from November through April (inclusively), and that it’s a good idea to get out of stocks in […]

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April Market 2015 Recap


March Madness is in full swing with over 60 games having already been played.People all over the world fill out their brackets in hopes that they can predict the future, including the surprise upsets that turn an “also ran” bracket into a money winner. Those who filled out their brackets by working from the Championship […]

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February 2015 Market Recap

In January, U.S. stocks posted their biggest monthly losses in a year while bond prices traded higher and market volatility surged mostly due to concerns about the lack of global growth. February experienced almost the exact opposite with U.S. stock markets hitting new highs. The S&P 500 gained 5.49%, the Dow Jones Industrial Average (DJIA) […]

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Behavioral Finance – Part III

behavioral finance

From the Outside Looking In (part 3) “If I had a million dollars…” is a refrain often spoken and contemplated. From song lyrics to day dreams, we spend time fantasizing about what we would do with such a large sum of money. For many, accumulating a million dollars seems unattainable, but in reality, it can […]

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2014 Market Recap

Happy New Year! A new year offers us all the opportunity to look back and make some sense of the year behind us. In many ways, 2014 was a year dominated by headlines. Early in the year, a polar vortex swept across the U.S., and as a result, many expected slower economic growth. For the […]

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