Your Bitcoin questions answered

July 15, 2021

Jamie Cox

What is Bitcoin? Bitcoin was the first cryptocurrency created. A cryptocurrency is a digital currency or payment system that’s based in cryptography, …

Why you need to be interested in rates

June 1, 2021

Jamie Cox

Clients often ask about my outlook for interest rates, including what the Federal Reserve’s next move will be. There are some advisors …

Dow, NASDAQ Reach "Correction" Territory

August 21, 2015

Anyone who has been watching the news lately knows that the markets have had a really rough week. Tonight, when you turn …

Sluggish Summer Continues

August 3, 2015

A combination of factors has led to a sluggish stock market so far this summer. Concerns about Greece gave way to concerns …

March: In Like a Lamb, Out Like a Yo-Yo

April 1, 2015

Across all the major market indices for March, we saw a lot of volatility from one day to the next. The S&P …

Markets Experience Cold Start to 2015

February 5, 2015

The S&P 500 was down almost 3% in January as a variety of negative factors dominated headlines throughout the month. The month …

December Volatility -- All About that Basin

January 5, 2015

The markets closed out 2014 with a seesaw of volatility, much like we saw in October — and might be faced with …

Impact of Capital Gains and Dividends on Mutual Fund Share Prices

December 5, 2014

December is usually the time of year when we get concerned calls from clients asking why their mutual funds “dropped” on a …

Investors Thankful for Strong Market in November

December 4, 2014

The market’s strong rally to close October continued into November, albeit at a much more moderate pace, as the S&P 500 gained …

Ways to Play "Bad" Earnings from "Good" Companies

November 5, 2014

Investors have relentlessly bashed the likes of McDonalds, IBM, Coca Cola, etc. lately for lackluster (to put it lightly) earnings and forward …