Managing Risk Key To Volatility

OCEAN CITY — With earnings season essentially over, U.S. corporations delivered yet another positive surprise versus analyst expectations at the beginning of the quarter. While earnings for the S&P 500 companies are still down from a year ago, the headline decline masks bright spots in several consumer related industries. By the same token, recent economic… Read more »

The Fed And Fiscal Uncertainties

OCEAN CITY — With the Fed not hiking interest rates last week, we think it will remain patient and adopt a long and slow hiking cycle in response to an improving economy and therefore investors should focus more on the pace of interest rate hikes than on the date of the first hike.Nevertheless, market volatility… Read more »

Investing Myths And Realities

OCEAN CITY — The following five common investing myths, when put into full context, can prove key reminders as investors seek to achieve their financial goals.Myth #1: “I should wait for a pullback in markets before I get invested.”Reality: Investors need to stay invested in order to achieve their long-term financial goals. Market timing is… Read more »

Volatility Strikes Back In Big Way

OCEAN CITY — Last month we saw one of the most volatile weeks in recent history. The S&P 500 plunged by 5% on Monday, extending its decline to nearly 12.5% from its May high, while volatility as measured by the VIX Index1 spiked to 41, reaching an intraday high of 53. However, stocks rebounded later… Read more »

Growth Stocks Expected To Outperform Value Stocks

OCEAN CITY — U.S. equities have exhibited a wide divergence across style and size this year, and the dispersion in performance is likely to persist.In this low-growth macroeconomic environment, we expect growth stocks to continue to outperform value stocks. However, investors should avoid pockets of the market where valuations have been bid up to unsustainable… Read more »

Housing Sector Showing Promise

OCEAN CITY — Amid growing concerns over Greece, Puerto Rico and China, signs of economic improvement in the U.S. continue to sprout – notably in the housing sector. Recent data suggests the sector’s growth is likely to improve steadily in the near term. What’s important is that strength in the housing sector has historically had… Read more »