Creekside Commentary

Financial Insights for Today’s Markets

The Shrinking Stock Market

The Shrinking Stock Market One of the more common questions we receive from clients is “how can the US stock market keep going up when the economy has been hampered by the Pandemic?” There are many aspects to this question, but one area we would like to focus on is...

Digital Currency

Digital Currency Where to even start to sum up the year 2020. COVID-19, a short bear market, Tesla stock to the moon, and crazy politics. Or should we move on and focus on the future? We decided the future would be a better place to focus our time and energy. A few...

Caution Ahead

As we move into the fourth quarter of 2020 we wanted to look back in time for some stock market comparisons. As the old cliché goes “It’s different this time”. We have always been skeptical of this saying, especially when examining the markets. We recently read a...

Pragmatic

Pragmatic   Our commentary Headline in January was titled The Twilight Zone…we probably should have saved it for this quarter. As one client described the preceding weeks. “Good golly Miss Molly”! Now we have to look forward, not backward. We want to approach...

2019 Twilight Zone

The 2019 Twilight Zone With 2019 in the books, we are focused on 2020 and beyond. We enjoyed the nice returns from stocks, bonds and gold in 2019, but as always, we are cautious and continue to emphasis diversification. It is very rare that stocks, bonds and gold are...

What is an IPO?

What is an IPO?

With a lot news over the last few weeks about the ride hailing service Lyft going public, we thought we should revisit the acronym IPO.

How to Harvest your Tax Losses

How to Harvest your Tax Losses

As we continue to monitor the extreme gyrations of the stock and bond markets over the last few weeks and months, we thought it would be appropriate to revisit a concept we believe to be very important during volatile markets.

Are you Picking Up Dimes in Front of a Steam Roller?

Are you Picking Up Dimes in Front of a Steam Roller?

While listening to a recent research conference call, one of the analysts used the phrase, “Picking up dimes in front of a steam roller” as a metaphor for investing in the current environment. Some investors will indeed go out of their way to pick up small gains, while ignoring the possible risks they are taking.

2018 Stock Market Predictions

2018 Stock Market Predictions

In 2017 we witnessed the bull market rallying again for another strong year. Positive market gains are one indicator of a healthy economy, but we continue to believe a measured and thoughtful approach to 2018 is crucial. Clients should continue to invest according to plan by keeping their accounts diversified, paying attention to allocation targets and not assuming more risk than is prudent. As the investing environment changes, we will continue to reevaluate and change direction when the circumstances merit.

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