Rotation and Reopening

Rotation and Reopening

The rotation continues The first quarter of 2021 saw more of the so-called “rotation” into small and value stocks that started last November with the announcement of the first vaccine.  We now have roughly 30% of the country, and more than 60% of people over 65,...
The Rotation Trade

The Rotation Trade

The so-called “rotation trade” continued into early February, after a strong Q4.  This term refers to the market “rotating” from large growth/big tech stocks to small cap and value stocks in the expectation that the vaccines will do the trick and the economy can...
Mr. GameStop’s Wild Ride

Mr. GameStop’s Wild Ride

“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” — Warren Buffett [i] While the last week in the markets has felt like being on Mr. Toad’s Wild Ride at Disneyland, Warren Buffett’s famous quote on stock...
2020:  A Year Like No Other

2020: A Year Like No Other

Only three months to go! We are finally getting to the back stretch of this ‘annus horribilis,’ the Latin term made famous in the modern era by Queen Elizabeth II in 1992 after the British Royal Family suffered an awful year of tragedies and scandals.[i] The daily...
Déjà vu one more time…

Déjà vu one more time…

This is getting to be a habit.  Like Bill Murray in Groundhog Day[1], I keep waking up to what seems like the same situation, only different. There I was, happily preparing to tell you that the S&P 500 (and most of the other equity indices) just had the best...
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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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