Read our current weekly market commentary

Close Icon
   
Contact Info     630-325-7100
15 Spinning Wheel Dr.
Suite 226
Hinsdale, IL 60521
Toll Free 888-325-7180

Author Archives: William Lynch

Strong bank earnings propel Dow, S&P 500 to record highs

Outperforming the majority of investors requires doing what they are not doing. Buying when others have despaired and selling when they are full of hope, takes fortitude. – John Templeton For the fourth consecutive week, both the Dow Jones Industrial Average and the S&P 500 Index posted gains and closed on Friday at record highs […]

Take a Tour 

Dow, S&P 500 close at record highs as economic recovery gains momentum

The best way to measure your investing success is not whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go. In the end, what matters isn’t crossing the finish line before anybody else but just […]

Take a Tour 

Strong jobs report & prospect of more stimulus power stocks higher

The mistakes we make as investors are when the market’s going up, we think it’s going to go up forever. When the market goes down, we think it’s going to go down forever. Neither of those things actually happen. It doesn’t do anything forever. It’s by the moment. – John Bogle In the holiday-shortened week […]

Take a Tour 

Stocks close modestly lower on interest rate fears

In many ways, the stock market is like the weather in that if you don’t like the current conditions all you have to do is wait a while. – Lou Simpson, former CEO of Geico and investment manager for Berkshire Hathaway In what has become a discernible trend over the last several weeks, the stock […]

Take a Tour 

Dow, S&P 500 close at record highs on optimism over economy

Trying to catch the bottom on a falling stock is like trying to catch a falling knife. It’s normally a good idea to wait until the knife hits the ground and sticks, then vibrates for a while and settles down before you try to grab it. – Peter Lynch Despite rising interest rates, both the […]

Take a Tour 

Stocks mixed on strong jobs report, higher interest rates

Regardless of what happens in the markets, stick to your investment program. Changing your strategy at the wrong time can be the single most devastating mistake you can make as an investor. – John Bogle It was a tale of two markets last week as the technology-heavy Nasdaq Composite Index dropped about 2% on rising […]

Take a Tour 

Spike in 10-year Treasury yield roils markets, S&P 500 down 2.5%

While it might seem that anyone can be a value investor, the essential characteristics of this type of investor – patience, discipline and risk aversion – may well be genetically determined. – Seth Klarman A spike in the 10-year Treasury yield to 1.6% roiled the markets last week as all three major stock averages closed […]

Take a Tour 

Stocks close mixed as the 10-year Treasury yield hits highest level in a year

Wall Street has a few prudent principles; the trouble is that they are always forgotten when they are most needed. – Benjamin Graham The major stock averages were mixed last week as the Dow Jones Industrial Average eked out a modest gain while the S&P 500 Index and the Nasdaq Composite Index were down 0.7% […]

Take a Tour 

Major stock averages close at record highs on stimulus hopes, strong earnings

Risk and time are opposite sides of the same coin, for if there were no tomorrow there would be no risk. Time transforms risk, and the nature of risk is shaped by the time horizon: the future is the playing field. – Peter L. Bernstein, American financial historian and economist Stocks continued their upward climb […]

Take a Tour 

Stocks rebound strongly on stimulus optimism, vaccine rollout

Stock market corrections, although painful at the time, are actually a very healthy part of the whole mechanism, because there are always speculative excesses that develop, particularly during a long bull market. – Ron Chernow After a volatile and losing week caused by a surge in prices of several stocks with significant levels of short […]

Take a Tour