Wealth Management
and Market Notes
ram·part /ˈram-pärt/ Noun 1. A defensive wall of a fort or castle. 2. A means of protection or defense.

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DON’T Sell in May and Go Away

You’ve likely heard the old investing adage, “sell in May and go away” and in our latest podcast our chief investment officer Charlie Smith will explain how this old saying got started. He’ll also discuss why it might be dangerous for investors to follow this old proverb. Be sure to listen to get an updated… Continue reading →

Steer clear of social media stocks

I recently returned to CNBC “Closing Bell” to dissect current market conditions and offer our long-term investing perspective. I was asked to discuss where I see opportunity for investors. As our clients have a longer-term time horizon, we are looking at companies not market valuations. We see great opportunity in the IT/tech sector and industrials… Continue reading →

Retirement strategies for the “established” worker

We recently came across an interesting study that highlighted the record high that 401(k) account balances have hit. In addition, participants in employer-sponsored plans are increasingly optimistic: 3/4 of respondents reported feeling confident about financing their golden years. While there are many factors that go into this specific study – such as expected market direction,… Continue reading →

Another Fed false start

Like an overanxious Olympic sprinter, US interest rates can’t seem to gain their footing and exit the starting blocks. Each time rates look ready to liftoff towards normal, there seems to be a false start. As we’ve seen in previous years, interest rates are lower now than when the year began, even though the US… Continue reading →

The Shale Patch – Money for nothing and the risk for free!

The shale revolution has touched everyone’s life here in the United States. As I drove home recently, I noticed that regular unleaded gas was $2.63 per gallon. A year ago, according to the American Automobile Association (AAA), the national average was $3.72. Prices are down by a cool $1.09 per gallon in a year, or… Continue reading →

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