Hi Everyone,   July has been a month of questions due to heightened volatility in the markets. It's understandable and I hope I answered yours. A great thinker (aka Burton Malkiel) once wrote "A Random Walk Down Wall Street".   Here's one of my favorite parts,     Susan Expectations and Predictions "Predicting future earnings and dividends is a most hazardous occupation. It requires not … [Read more...]

Hi Everyone,   Recent corporate earnings reports addressed world currency valuations and their impact on profits. It's a good time to look at what currency risks we are dealing with as investors in a global economy.     Susan   3 Kinds of Risk   "If you hold stock in a company with overseas operations, currency fluctuations can impact profits. There are three kinds of currency risk for … [Read more...]

Hi Everyone,   June ended on a sour note with the news out of Greece and Puerto Rico so don't expect your monthly statements to make you dance. Here are some things we can know and do to make July productive.     Susan Where We're At The U.S. equity markets finished the first half of the year mostly flat. Investor's portfolios likely did too; however, there were some bright spots such as small cap … [Read more...]