Market Commentary
So Now What?
Between the end of last year and mid-February, the market hit a series of all-time highs. Even with optimism over…
Market Commentary
Letters on what the markets are doing and what it means for long-term plans.
106 posts in Market Commentary · page 5 of 9
Market Commentary
Are Valuations Too Lofty?
Twenty-twenty (2020) was a year of head-scratching drama. The year started off great with low unemployment, an economy humming along,…
Market Commentary
Office Introductions & Analysis of Financial Markets in Unified Political Environment
We know that the current political climate has many investors wondering how the US equity markets will perform under unified…
Market Commentary
Happy New Year!
Talk about a roller-coaster – 2020 was the king-daddy of them all! And while it’s not over just yet, I…
Market Commentary
Update from White Oak
We hope that you have had a very Merry Christmas and holiday season and are looking forward to a Happy…
Market Commentary
Bringing 2020 to a Close
As we head toward year-end, it is easy to chalk up 2020 to a crazy year where nothing made sense.…
Market Commentary
The Election & Back to Basics (Part 2)
Let me begin by commenting on the election and the market’s reaction thus far. While many likely expected market upheaval…
Market Commentary
Back to Basics
As we all continue to navigate these turbulent times, it may be helpful to periodically refocus on why we invest…
Market Commentary
Are We Headed in the Right Direction?
Over the past six months, I have written several articles trying to help clients catch glimpses of the economy. We…
Market Commentary
Momentum Investing
For the past nearly eighteen years, I have been a trend and momentum investment manager, and it has served White…
Market Commentary
A Complete Strategy Needs a Plan for Offense & Defense
Something that caught our eye recently was a New York Times article entitled “Once You’re out of the Market, It’s…
Market Commentary
Consumers Continue to Power Through
About a month ago, I wrote about consumer spending and how credit card data suggested a pronounced recovery from lows…
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