Stocks have not reacted too well to the recent snag in trade talks with China. Reportedly, China and the United States had been close to an agreement. However, that tentative agreement fell apart after China allegedly backtracked on some important concessions it had previously agreed to. The U.S. responded with 25 percent tariffs up from…

Read More

Every year educated “professional” money managers attempt to beat the benchmark of the S&P 500 index. Active stock managers, as a whole, have failed to beat the S&P 500 each of the last nine years — trailing by an average of 1.7 percent per year.* Individual investors have fared even worse according to research done…

Read More

Thus far for the month of May, the performance of the stock market has been a disappointment and has made the old adage “sell in May and go away” look prophetic. However, most of us realize investing in equities should be a long-term venture and works especially well when investors systematically add to their investments.…

Read More

One of the largest sec¬tors of the U.S. economy is comprised of smaller private companies that typically generate between $50 million and $2.5 billion in revenues. These middle market companies exhib¬ited 7.8 percent revenue growth, for the 12-month period ended in 2018, compared to 4.7 percent for the S&P 500. Banking regulations have changed over…

Read More