Archive for the ‘Consumer Confidence’ Category

Even as U.S. stock indexes hit all-time highs, Warren Buffett predicts they’ll go “far higher” in the long run. Right now, he very much favors equities over bonds, warning some investors could lose a lot of money in long-term fixed-income assets when interest rates eventually start to rise. In a live appearance on CNBC’s Squawk […]


At $390, Apple has dropped over 25% this year shaking the confidence of even the most ardent Apple shareholders. At times like these, I find that it helps to pay attention to managers who have made a lot of money in the stock because they generally have made the right decisions in the past after […]


Forbes Dividend Investor subscribers received this hotline on March 13: Apple has certainly had a storied history as a cult brand, a company that went to the brink of extinction, and a monster stock once Steve Jobs returned to the company he co-founded and executed a turnaround for the ages. A decade of new product […]


Former General Electric CEO Jack Welch says Apple deserves better than the treatment it’s getting from David Einhorn, the hedge-fund manager pressuring the iPhone maker to cough up dividends. “Look, these guys are after a quick hit. I’d blow him off,” he told CNBC’s “Closing Bell.” “I’d give Einhorn the back of my hand.” Welch […]


Office vacancies in the U.S. dropped for the first time in more than three years in the most recent quarter and rents climbed, signaling the market is beginning a recovery as the economy improves. The national vacancy rate fell to 17.5 percent in the first quarter from 17.6 percent in the previous three months, Reis […]


Market Update

15Apr10

I wanted to send along a brief update, and a few thoughts about where the financial markets are today. When I was on KOIN TV back in October, they asked me where I thought the market would be at year-end. I said we would see 10,000 on the DOW by December 31st; it closed the […]


Hello Everybody, I wanted to update you on the transition of our 401(k) provider. After several meetings with Ron Sloy and Michael Tudor of Sloy, Dahl, Holst Inc., my partners and I have decided to move the company’s 401(k) benefit program from American Northwest Advisors to Sloy, Dahl, Holst Inc. There are some significant advantages […]


Ron Sloy provides detailed financial analysis about the future of the Stock Market during a local KOIN TV segment titled “Market Outlook”. Ron Sloy, of Sloy, Dahl and Holst, Inc., is a Certified Financial Planner located in Portland, OR.


With the Consumer Confidence Index (CCI) setting all time lows in January, at 37.7, and February at an astonishing level of 25.0 (1985 = 100), it will be very interesting to see where we stand when the latest reports are posted on March 31st. We’ve talked a lot about investor behavior, the driving factors of […]


As everyone knows, 2008 was a very tough year and there was really no place to hide, especially in the 4th quarter. Our client’s accounts were down, just like everyone else’s, but down less than most because of the diversification and guidance we provide within our risk-based models. It is our job to implement and […]