INSIGHTS

By: Matt Garrott 2019 is off to a hot start as the S&P 500 gained 13.7%.  Will the market keep up this pace for the rest of the year?  It’s unlikely, but the “pace” is also a bit misleading.  We have not yet made up the [...]

By: Matt Garrott This Commentary Brought to You in Part by Macaroni and Cheese The latest earnings report for Kraft Heinz was a shocker.  Operating results were flat, there was a huge impairment ($15.4 billion) of goodwill, and the dividend was cut by 40%.  On top [...]

By: Matt Garrott The S&P 500 seemed destined for bear territory (a fall of at least 20%) at the end of last year.  It was down 17% when the US government shut down on Saturday December 22nd.  On Monday, the 24th, a frenzied half-day of trading [...]

By: Matt Garrott What Happened in 2018 Hail to the King – Cash was king in 2018, up 1.87%.  Chances are your savings account outperformed your portfolio this year, as 2018 was a highly unusual year where virtually every other broad asset class lost money.  Keep [...]

By: Matt Garrott The S&P 500 finished November with the largest weekly gain in 6 years.  What does this tell us about the market?  Maybe it tells us that the October sell-off was an overreaction.  More likely it tells us the same thing the October sell-off [...]

By: Matt Garrott Our message to remain true to your financial plan and focus on long-term goals rather than today’s headlines is a familiar one.  Cynics may wonder why our commentary is so plain and treats common sense as not-so-common.  We don’t forecast GDP.  We’re not [...]