July 2019 Investor Report
Following dovish statements from the world’s largest central banks, “risk-on” assets continued their upward growth in July. The S&P 500, Dow Jones Industrial Average, and…
Watching our housing market
By: Stash Graham Historically, American families have generated material portions of their estate’s net worth through the housing market. As we saw in the Great…
June 2019 Investors Report
Domestic equity markets rebounded in broad strength due to actions in response to fairly discouraging economic data. Bond and precious metals also saw sustained appreciation…
Cass Freight Index Report – A metric to watch
By: Stash Graham When looking for leading indicators of industrial production, or general economic activity, the Cass Freight Index Report provides a detailed look at…
May 2019 Investor Report
As of this writing, the Dow Jones Industrial Average just completed its fifth consecutive week with losses (the longest losing streak since 2011). Markets continue…
April 2019 Investor Report
April continued several prevailing trends of the last several months. The S&P 500 was up over 3 percent, the Dow Jones was up over 2…
April’s Job Report: Strong headline number, but look deeper
By: Stash Graham The monthly BSL Employment Report generates a surprising amount of discussion by investors and analysts. do receive other leading indicators (more on…
Don’t fret over one chart
By: Stash Graham When evaluating a stock many retail investors look at many types of charts displaying a company’s share price. Fear generally comes when…
Qualified dividends: A good way to mitigate that tax bill
By: Stash Graham For an investor, who is approaching, or is in retirement, maximizing asset growth is not a typical goal, but maximizing income generation…
March 2019 Investor Report
March was another strong month for our portfolios. Market performance was initially concerning, as we saw the S&P 500 down more than 2.5 percent during…
