BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services Investors looking at the U.S. equity market may be wondering whether it has much gas left in the tank. We’re now six years into the current bull market and stocks have seen huge returns since the lows of the 2009 – the S&P 500 alone has […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services For this month’s column, I thought I’d share our official client newsletter, as written by our five member Investment Committee. If your portfolio isn’t positioned for these changes, consider our complimentary portfolio review. A rough winter, a west coast port strike, weak corporate earnings, volatile interest […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services There are two sides to a person’s financial life – the Income Statement and the Balance Sheet. Unfortunately for most investors, just about everyone in the financial services industry is focused on the balance sheet, and all too often ignore the income statement all together. […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services Rally? Correction? Geopolitical crisis? That’s the issue with prognosticators and commentators. They make a very convincing argument to protect yourself from, or prepare for the next… the next what? It’s the “what” that they all struggle with. For investors, this poses a very particular challenge, […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services So far in 2015, market volatility has picked up sharply. With continued fighting between Russia and Ukraine, another half resolution to the Greek debt crisis, falling oil prices and some very disappointing fourth quarter earnings, it’s no wonder markets are zigzagging. And while the S&P […]
BY CHRIS HANLY Investment Consultant, Gary Goldberg Financial Services In December 2013, when we first expressed our view that the S&P 500 would likely cross 2,000 in ’14, many thought we were overly optimistic. It turns out, we were too cautious, as the S&P climbed past 2,100 by October of last year. So far, 2015 […]