Monthly Archives: July 2015

While I was up in Cincinnati last week to meet a few of our private wealth money managers (that I haven’t met yet), I saw this chart on the wall. I asked for a copy of and so I could share it with you all (at the bottom of this post). The chart shows each bull (BLUE) and bear (RED) market going back to the early 1900’s, the average annual gain (or loss) and the total gain during the bull market or total loss … Continue reading

After you watch my video, please take a moment to read the background of its making right below. I just spent the past 3 days traveling to and attending an investment conference in Denver focused on “Alternative Investments”. There were some 300+ participants who ranged from wirehouse stockbrokers, independent Registered Investment Advisors, portfolio managers, hedge fund and private placement managers, etc. Alternative investments have a very broad definition, but most agree that they are “intended to protect capital in most … Continue reading

In this week’s post I thought you might like to see a chart that I put together showing a number of market indexes and how they have done so far in 2015 (YTD) that I made on Yahoo Finance. You can see the chart below. Many people, who have heard on the news ( more than once this year) that the stock market (NASDAQ, Russell 2000 and the S&P 500) made a new all-time high, are going to be surprised to see that the … Continue reading