Why We’ve Returned to the Retail Sector

Why We’ve Returned to the Retail Sector

Retail stocks typically outperform the most in the recovery stage of an economic cycle.  For this reason, we took profits in most of our retail holdings in late 2013.  In recent months, however, the retail sector has become attractive again. Even though we have moved into the

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Show Your Valentine Some Love with Estate Planning

Show Your Valentine Some Love with Estate Planning

Estate planning is the process of planning how a person’s assets will  be distributed according to their wishes upon passing. By putting an estate plan in place you have taken the necessary legal steps to set your  financial affairs and family priorities in order. Once starting a

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U.S. Investors Biggest Concerns for 2015

U.S. Investors Biggest Concerns for 2015

According to the recent CFA Institute Survey of Global Market Sentiment, American investors were bullish about U.S. investments in 2014, but in regards to prospects for global economic growth in 2015 they remain cautious. The organization surveyed 5,259 of its global members and compared the results from

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Will Oil Prices Lead to a Global Economic Slowdown?

Will Oil Prices Lead to a Global Economic Slowdown?

For the second year in a row, the economy and the markets turned in surprisingly good performances.  During 2014, we saw other economies struggle and stumble, while the U.S. plodded forward emerging perhaps as one of the most durable economies in the globe right now.  However, as

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