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Market Commentary Q3 – 2016
Market Commentary

Market Commentary Q3 – 2016

ByJustin Smith October 14, 2016February 21, 2017
Only the 1st Three Paragraphs are about the Election …I Promise "What will this election do to my investments?” Almost everyone we talk to seems to be both completely wrapped up and at the same time utterly exhausted with this election, so we will keep it to the first three paragraphs. Our answer always seems...

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marketis-january- 2016-report
Market Commentary

Market Commentary Q4 – 2015

ByJonathan Smith January 15, 2016November 21, 2016
Never Before North Carolina joined the ranks of lottery states in 2005 by introducing the NC Education lottery. As a side note, only 29% of the revenue goes into actual education and somehow, NC still ranks 50th in the nation in teacher pay and 51st (that’s not a typo) in percentage increase in teacher pay...

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Market Commentary Q1 – 2015
Market Commentary

Market Commentary Q1 – 2015

ByJustin Smith April 15, 2015November 15, 2016
When Millie and I got married, we had a wedding shower where people gave us marital wisdom to go along with their gift. I remember hearing cutesy advice like “don’t waste all the good kid names on your pets” and “soak up these first years, they are so much fun.” They were sweet and sincere...

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Market Commentary

Market Commentary Q3 – 2014

ByJustin Smith October 15, 2014November 16, 2016
Our son, Everett, just turned 18 months old last week. And after having two tutu-wearing daughters (Grayson now 7 and Finley Cate now almost 5) it felt like a real “win” for me, as a dad, to have my son’s favorite word be “truck.” And that doesn’t really even do the word justice, because he...

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Market Commentary Q1 – 2014
Market Commentary

Market Commentary Q1 – 2014

ByJustin Smith April 15, 2014November 15, 2016
Chasing Returns and Wagon Wheels Growing up, I loved to listen to my dad (known to me Monday through Friday 8-5 and in this commentary going forward as “Jonathan”) as he would read the stories of Uncle Remus by Joel Chandler Harris. Harris, a journalist and editor of the Atlanta Constitution in the late 1800’s,...

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Market Commentary Q4 – 2013
Market Commentary

Market Commentary Q4 – 2013

ByJonathan Smith January 6, 2014November 21, 2016
Themes for 2014 This past year might go down as one of the “worst best” years in market history. The combination of cash still on the sidelines, abysmal bond returns and a poorly attended stock rally will do that. While we stay away from predictions, we have put together our important themes for the coming...

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