29 10, 2018

Adam Lucke – October Market Scaries

By |2018-10-28T11:33:50+00:00October 29th, 2018|Financial, Uncategorized|0 Comments

October Market Scaries As most of you know, we’ve advocated for many years that you not pay attention to the daily drivel of the financial media but rather focus on more important things like your family and friends. For the hundreds of you who have experienced the benefit of following that advice, read no further [...]

25 10, 2018

Wesbury- Stocks Are Still Cheap

By |2018-10-25T16:51:02+00:00October 25th, 2018|Uncategorized|0 Comments

Conventional wisdom says the stock market rally is over. We wholeheartedly disagree. These doomsayers are focused on three specific things they claim spell the end: 1) the Fed lifting rates, 2) trade wars, and 3) the midterm elections. So let's break down the issues, one by one, and show why fears are overblown. Tune out [...]

8 10, 2018

Wesbury’s Outlook – Powell Moves Markets

By |2018-10-08T18:25:59+00:00October 8th, 2018|Uncategorized|0 Comments

Federal Reserve Board Chairman, Jerome Powell, who has been remarkably quiet as he adjusts to his new role at the Fed, finally roiled markets last week. He made comments on Wednesday, during the Atlantic Festival at a session moderated by Judy Woodruff of the PBS News Hour. Powell said, "The really extremely accommodative low interest [...]

12 09, 2018

Michael Rogan – Magical Thinking and Investing

By |2018-09-09T17:27:16+00:00September 12th, 2018|Uncategorized|0 Comments

Many of you possess vast knowledge, from personal experience, on the subject of having teenagers in your life. I, on the other hand, am just beginning to learn. I’ve been recently musing on their ability to believe in fictions created in their young minds. This seems to especially occur when they are asked, by an [...]

15 08, 2018

Michael Rogan on The Big Picture

By |2018-08-17T10:21:18+00:00August 15th, 2018|Media, Uncategorized|0 Comments

One of the hardest things for me to put aside when writing blogs and similar posts is the focus on the big picture. The “Why”. Why do we plan? Who is this money ultimately for and when do they need it? Most of you know we have spent decades warning about the misinformation in the [...]

10 08, 2018

Announcement – Client portal upgrade

By |2018-08-08T16:31:13+00:00August 10th, 2018|Uncategorized|0 Comments

To our clients - We are in the process of updating some of our communication and reporting systems in order to enhance our relationship with you as well as stay up to date with constantly changing technology and security needs. Our client portal - known to you as our “Wealth Management System” - has been [...]

7 08, 2018

Wesbury’s Outlook – No Recipe for Weak Housing

By |2018-08-07T09:52:10+00:00August 7th, 2018|Uncategorized|0 Comments

Something strange happened after last Friday's jobs report - the yield on the 10-year Treasury Note fell, finishing Friday at 2.95%, down four basis points from Thursday's close. To us, this makes no sense. If anything, it serves to reinforce our view that the bond market is making a big mistake. Yes, we realize that [...]

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