Monthly Archives: January 2017

Microsoft Posted Solid Results for 2nd Quarter

Financial News and Portfolio Management Discussion through January 28th US Stocks reached new record highs over the week with the Dow topping the 20,000 mark on moves by the new administration and strong corporate earnings.  The S&P 500 rose 1.0% … Continue reading

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Ep 12. – Preparing for Executive Transition: The Executive’s Perspective

Underestimating the complexity of an executive transition is easy. To some Board and staff members, it looks simple and straight forward. Executive A decides to leave and informs Board; Board recruits and hires Executive B. Executive A hands leadership to … Continue reading

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China Posted GDP Growth for 2016

Financial News and Portfolio Management Discussion through January 21st US stocks eased over the week as investors await changes by the new administration. The S&P 500 ticked down 0.1% and the Dow dropped 0.3% for the week.  Internationally, Europe fell … Continue reading

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US Stocks Eased Over the Week

Financial News and Portfolio Management Discussion through January 14th US Stocks eased over the week as the post election rally has cooled. The S&P 500 edged down 0.1% and the Dow fell 0.4% for the week.  Internationally, Japan dropped 0.9% … Continue reading

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US Stocks Worst Week Since Election

Financial News and Portfolio Management Discussion through December 31st US Stocks had their worst week since the election as investors moved away from risky assets to end the year. The S&P 500 declined 1.0% and the Dow fell 0.8% for … Continue reading

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