Providing personalized investment services to those intent on enjoying a secure retirement.

Tag: Market commentary

MARKET WEEK: DECEMBER 15, 2014

By on December 15, 2014 in Market Week with 0 Comments

The Markets Concerns about the global economic impact of the ongoing turmoil in oil helped prompt a sharp drop in equities. The decline in oil prices, which accelerated last week, has left crude down more than 45% from its mid-June high. After seven straight weeks of gains in the S&P 500, equities investors took some […]

Continue Reading »

MARKET WEEK: DECEMBER 8, 2014

By on December 8, 2014 in Market Week with 0 Comments

The Markets An unexpectedly strong jobs report on top of generally positive U.S. housing and manufacturing numbers helped nudge the Dow and S&P to new records yet again at the end of the week. However, the report also may have helped bring on a dip in the price of the benchmark 10-year Treasury by raising […]

Continue Reading »

December 6, 2014- Paul Hebert and Jason Lilly

By on December 8, 2014 in Radio Show with 0 Comments

Jason Lilly of Rockland Trust starts the show with a discussion of robo-advisors and the importance of developing a relationship with a financial advisor. Paul Hebert of Champ House joins Chris in the second hour to talk about homelessness on Cape Cod, the good works of Champ House, and charitable giving.  Mike Burton closes out the show […]

Continue Reading »

November 29, 2014- Small Business Saturday

By on December 1, 2014 in Radio Show with 0 Comments

It’s Small Business Saturday and Chris is taking calls from local small businesses to find out what they have to offer this holiday season. Mike Burton is here with the Slade Mortgage Minute to discuss changes happening with mortgage standards with regards to Freddie and Fannie. In the second hour, Barbara Milligan of the Cape […]

Continue Reading »

MARKET WEEK: DECEMBER 1, 2014

By on December 1, 2014 in Market Week with 0 Comments

The Markets The Nasdaq had a good week, but other equity indices saw little change, though the Dow and S&P 500 remained in record territory. The biggest news came from falling oil prices in the wake of a decision by the Organization of the Petroleum Exporting Countries (OPEC) to keep its oil supplies at current […]

Continue Reading »

MARKET MONTH: NOVEMBER 2014

By on December 1, 2014 in Monthly Commentary with 0 Comments

The Markets Equities generally continued to push upward in November. The small caps of the Russell 2000 were the exception; they ended the month flat and were up less than 1% for the year. However, the S&P 500 and the Dow industrials once again hit new record levels, while the Nasdaq increased its year-to-date lead. […]

Continue Reading »

MARKET WEEK: NOVEMBER 24, 2014

By on November 24, 2014 in Market Week with 0 Comments

The Markets Unexpected changes in monetary policy in China and support for additional stimulus in Europe helped propel the Dow industrials and S&P 500 to fresh record highs on Friday. Large caps, many of which earn a substantial portion of their revenues overseas, benefitted most, while the Nasdaq and Russell 2000 small caps ended with […]

Continue Reading »

November 22, 2014

By on November 24, 2014 in Radio Show with 0 Comments

Chris thanks Mike Burton for hosting the 11/15 show while he was at a business meeting with First Trust in Chicago. Chris goes on to share some of the things he learned at the meeting. Listen in to learn some interesting tidbits about sector weightings, manufacturing, energy, and correlation vs causality. Attorney Susan Huettner is in […]

Continue Reading »

MARKET WEEK: NOVEMBER 17, 2014

By on November 17, 2014 in Market Week with 0 Comments

The Markets Though trading remained within a relatively narrow range, especially compared with recent weeks, the S&P 500 nevertheless managed to hit a new record high, while the Nasdaq’s weekly gain kept it in the lead year-to-date. A fresh drop in oil prices brought the price of West Texas Intermediate crude to roughly $75 a […]

Continue Reading »

MARKET MONTH: OCTOBER 2014

By on November 3, 2014 in Monthly Commentary with 0 Comments

The Markets October lived up to its reputation for volatility as triple-digit intraday swings in the Dow became almost commonplace. Despite being spooked for much of the month–at one point the S&P 500 was down almost 8% from its most recent high–both the S&P and the Dow industrials rallied strongly to end the month at […]

Continue Reading »

Top