Dear Valued Clients and Friends, And just like that, we find ourselves in the month of November, a stunningly quick completion of the first ten months of the year. This means that we are now officially in the holiday season, that the Presidential election is only one year away, and that end of the year portfolio re-positionings […]
Dear Valued Clients and Friends, With the trade war still front and center in the global economy, earning season three weeks away, and continued questions about the Fed’s plans floating around, why did all market conversations seem to slip into the background this week? Oh yes, the perpetual reality show that is Washington D.C. took […]
Dear Valued Clients and Friends, The trade war did not end this shortened market week, and therefore, the market volatility did not let up. The collateral damage from the trade war in the real economy – that which transcends the mere up and down movement of stock prices – is the subject of this week’s […]
Dear Valued Clients and Friends, I give myself very good advice. But I very seldom follow it. Will I ever learn to do the things I should? So goes the Kathryn Beaumont hit from 1951, Very Good Advice, in the classic Disney masterpiece, Alice in Wonderland. Why am I starting this week’s Dividend Cafe with a quote from Alice in […]
Dear Valued Clients and Friends, The discussions in this week’s Dividend Cafe, in the podcast, in this commentary, in the video – all talk about “uncertainty” and “volatility.” In fact, the expectation of this continued up and down volatility is the theme I unpack as having most practical significance for investors. This week gave us a […]
Dear Valued Clients and Friends, The month of April ended in positive territory, extending the market’s monthly winning streak to four months, and prompting all sorts of additional media discussion of what will come next and how long it will last and so forth and so on. I believe you will find this week’s Dividend […]
Dear Valued Clients and Friends, A strong start to Q2 following up on what was one of the strongest Q1’s in history … The markets are responding to a healthy economy and a healthy earnings environment, and it sort of makes you wonder why if things are so good, the Fed has to pause? That […]
Dear Valued Clients and Friends, This has been a strange week for a nice, positive move in market indices, yet that is what has happened (at least as of press time). Airplane safety fears, college admission scandals, and never-ending announcements of Democrat candidates for the next Presidential race all dominated the news, yet markets advanced […]
Dear Valued Clients and Friends, We appear to be set for another positive week in the markets, though I type this in advance of how the end of the week will end up. The modest increases of this week, combined with nine consecutive weeks of price increase prior certainly create a feeling that we may […]
Dear Valued Clients and Friends, The month of October came to an end this week, and even though it ended with a 673-point rally Tuesday and Wednesday, it was still the worst month for the market since September 2011 (you should see what the market did in the three months after September 2011, but I […]
The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
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about the author
David L. Bahnsen
Founder, Managing Partner, and Chief Investment Officer
David is a frequent guest on CNBC, Bloomberg, and Fox Business and is a regular contributor to National Review and Forbes. David serves on the Board of Directors for the National Review Institute and is a founding Trustee for Pacifica Christian High School of Orange County.
He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press) and The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press).
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