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Staying Calm Despite Transitions in the Market and Economy 

Staying Calm Despite Transitions in the Market and Economy 

by Jeff Krumpelman, CFA | Jun 2, 2022 | Uncategorized

 “Patience Is a Virtue.” “Good Things Come to Those Who Wait.”  – English Poets, William Langland and Lady Curie, respectively   The first five months of 2022 have no doubt tried the patience of all investors. We know the fundamentals of our...
Headlines Creating Jitters and Volatility…Positive Longer-Term Story Remains Intact

Headlines Creating Jitters and Volatility…Positive Longer-Term Story Remains Intact

by Jeff Krumpelman, CFA | Mar 16, 2022 | Uncategorized

What goes up must come downSpinnin’ wheel got to go ‘roundTalkin’ ‘bout your troubles it’s a cryin’ sinRide a painted pony let the spinnin’ wheel spinDid you find the directing sign on theStraight and narrow highwayWould you mind a reflecting signJust let it shine...
How Do Your 2022 Resolutions Lineup With Other Americans?

How Do Your 2022 Resolutions Lineup With Other Americans?

by Jeff Krumpelman, CFA | Feb 23, 2022 | Uncategorized

If you’re like 84% of Americans1 dealing with the ongoing pandemic, you’ve learned to let go of what you can’t control. As the new year kicks off, you may be wondering how your top personal and financial goals stack up with others in the U.S. Top Three Personal...
Off to a Rough Start to the Year…Patience Should Be Rewarded as 2022 Evolves

Off to a Rough Start to the Year…Patience Should Be Rewarded as 2022 Evolves

by Jeff Krumpelman, CFA | Feb 18, 2022 | Uncategorized

Come writers and critics Who prophesize with your pen And keep your eyes wide The chance won’t come again And don’t speak too soon For the wheel’s still in spin –Lyrics taken from Bob Dylan’s 1964 classic song, “Times They Are A-Changin’ A Look at the S&P 5001 We...
Fantastic Close To 2021…What’s in Store For 2022?

Fantastic Close To 2021…What’s in Store For 2022?

by Jeff Krumpelman, CFA | Jan 27, 2022 | Uncategorized

“You got to let me know…should I stay or should I go?” – Lyrics from the 1980’s hit song from The Clash The S&P 500 finished the year in strong fashion, posting another record close at the end of December. This marked its 70th new high during the year and...
Great Year So Far for Returns in 2021, Despite a Weak Close to November…Can the Good Times Continue?

Great Year So Far for Returns in 2021, Despite a Weak Close to November…Can the Good Times Continue?

by Jeff Krumpelman, CFA | Dec 3, 2021 | Uncategorized

“Profits should be based not on optimism but on arithmetic.” – Ben Graham Equity returns have been spectacular in 2021, with the S&P 500 up over 23% through November.1 The index has established 65 new highs so far this year; the second most new highs recorded...

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