Fall 2016 Market Quarterly

Goodbye Summer!

Market QuarterlyFall is here with its summer-ending cooler weather and shorter days.  I like fall, and all the hiking and outdoor activities that come with it.  But I must say that I will miss summer, especially after the absolutely beautiful summer we had.  Sandra and I enjoyed it immensely.  I hope you all had equal opportunity to enjoy the summer and now to enjoy fall to its fullest.

The picture in the upper-left corner is from our August vacation.  It is a great image of our happy family.  We rented a house in the Adirondack mountains in the small town of Keene, NY.  The area is very peaceful and relaxing, which is exactly what we need from our vacation.  Sure, we do some hiking, but once we get back to the house we can grab something to eat, read, or take a nap if we fancy.  The TV didn’t get turned on during vacation, and I didn’t miss it in the least.  A great vacation, we are very lucky indeed.

Last Quarter Round Up

Last quarter I said that I was concerned about market volatility as we move closer to the U.S. presidential election and deal with post-Brexit uncertainties in the International markets.  The markets were more volatile…fortunately in the positive direction.  This past quarter did not follow the sideways market I’ve been talking about for some time.  Continue reading “Fall 2016 Market Quarterly”

Summer 2016 Market Quarterly

Hello Summer!

Market QuarterlySpring this year seemed warm and short and now we’re fully into summer.  For the most part the weather has been beautiful, although the lack of rain here in CT has most lawns already going into dormancy.  Summer in New England is short, so I hope you are all able to go out and enjoy it as much as possible.  Have fun and be safe.

The picture in the upper-left corner is our adopted dog, Pharah.  Pharah has been with us since last March, and she just underwent her fourth surgery since then.  Pharah has cancer.  At an estimated ten years old, she has proven an incredibly resilient dog.  Pharah was placed for adoption at the Little Guild shelter in Cornwall, CT and we fostered her because of the medical treatments she was getting.  Sadly, her cancer will likely shorten her life, so we adopted her to make the most of her remaining years.  I think we’re all pretty lucky.  For more information about the Little Guild shelter check out their website at www.littleguild.org.

Last Quarter Round Up

Last quarter I held onto my view that we were in a sideways market that would continue for the foreseeable future.  I never mentioned the upcoming U.K. referendum on leaving the European Union (EU).  That was because I was convinced they would vote to remain in the Union and it was all just going to blow over.  So much for that!  Continue reading “Summer 2016 Market Quarterly”

Spring 2016 Market Quarterly

Welcome Spring!

After an unseasonably warm and mild winter we seem to be headed for an early spring.  Daffodils and Daylilies are already showing themselves even in the frozen tundra of Goshen, CT.  I can’t help but look forward to the warmer weather and going hiking in it.  I hope you all had a pleasant winter and are looking forward to spring as much as we are.

In this edition I will break from the norm of personal news and give you all a brief business update.  Since our start-up in 2006 we have seen major changes in the investment landscape across the globe.  We respond to those changes by modifying our investment analysis and implementation techniques.  In that spirit, we recently completed a new Portfolio analysis and management software system.  Working with a software developer we designed the system to work exclusively with our in-house developed portfolio techniques, resulting in a package that is proprietary to Barron Financial Group.  We believe this new system provides important new tools and capabilities often found only in much larger investment firms.  We believe this major upgrade will be good for our firm and our clients.

Last Quarter Round Up

Last quarter I put forth my thinking for 2016 that I did not see a driver for significantly up, or down, markets.  It certainly appeared I was far off in that assessment, considering that by the middle of February the S&P 500 index was down over 10.  Then the market turned around and finished the quarter up about 1.4.  Continue reading “Spring 2016 Market Quarterly”