Mike’s Weekly Commentary

  • July 10, 2017

    Market & US Economy Trends Stocks have been drifting along near record highs and background conditions remain relatively positive in the near term. However, investors should not be surprised if...

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  • June 7, 2017

    Market Commentary If your investments are properly diversified across multiple asset classes they should be performing well year to date. Major asset classes including, domestic and foreign equities have achieved sizable...

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  • May 15, 2017

    Market Outlook U.S. stocks continue to trade near record highs despite entering a traditionally soft seasonal time of the year. Economic data has improved in the second quarter increasing the...

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  • May 4, 2017

    Market Outlook - Stocks Make Abrupt U-turn! After the S&P 500 hit a new market high on March 1st, the market subsequently drifted sideways then downward. Last week, the market reversed...

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  • April 18, 2017

    Market Outlook On March 1st the S&P 500 reached an all-time high of 2400; on March 9th, this bull market became eight years old, the second longest in history. Since then...

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  • April 5, 2017

    Market Perspective The recent modest decline in stocks is a healthy pause in an ongoing bull market. The failure of healthcare reform contributed to the recent pullback in stocks, however...

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  • March 28, 2017

    U.S. Economy Short Term Optimism: After a "typical" weak first quarter, economic growth should accelerate. Over the past two decades, first quarter real GDP has lagged the other three quarters by...

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  • February 7, 2017

    Stock Market Indicators Remain Positive The recent sideways movement of U.S. stocks has provided a healthy pause in the sharp post-election rally. Economic data and corporate earnings reporting remains...

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  • January 16, 2017

    Market Outlook in 2017 - Key Points The conditions for a continuation of the long-running equity bull market appear to be intact. Economic data and corporate earnings growth are supporting and...

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  • January 10, 2017

    Charitable Contributions in 2017 – Based on Likely Tax Reforms With proposed higher standard deductions in the proposed 2017 Income Tax reforms, many older taxpayers may no longer benefit from itemizing...

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