Improving lives through sound financial planning.

Market Volatility & Long Term Investing

By Robert W. Tull | October 13, 2018

I once had the opportunity of attending a financial conference where legendary value investor, Jean-Marie Eveillard, was in attendance. During a dinner, I had the chance to visit with Jean-Marie and shared with him that we invested some of our clients’ money in his funds. No sooner had I begun to explain that many of […]

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Trade & Tech Rhetoric Increases Market Volatility

By Robert W. Tull | April 9, 2018

Although corporate earnings numbers and U.S. employment remain good, Wall Street seems to grow increasingly concerned about the “potential” trade war between the U.S. and China, and the public scrutiny of the technology sector (i.e. Facebook and Amazon). Thus the increase in market volatility in 2018 relative to 2017. The S&P 500 has moved by […]

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Putting Market Volatility in Context

By Robert W. Tull | February 9, 2018

This quote is engraved on a clock gifted to me by a client and friend, who has heard me say this very thing since the late 1980s. It sits on my desk and serves as an important reminder to always look at the big picture. Like now, for instance…let’s place the recent stock market volatility […]

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Keeping Perspective When the Market Drops

By Robert W. Tull | February 2, 2018

We are two days into February 2018, and we have viewed something not seen in a while on TV screens – the color red on the market reports. The market began the year very strong and there was much talk about a robust 2018. We continue to believe this is the case based on the […]

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1987: Memories of a Market Crash

By Robert W. Tull | November 1, 2017

Frozen. That’s the only way I can describe it. Mike, the other financial planner in our office, and I were listening to the report of the stock market rapidly dropping, while staring at each other in disbelief. It was October 19, 1987. We didn’t have a computer screen to look at, so the only continual […]

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