Archive
Fed Worries
April 5, 2016
Since the post-Greenspan Fed declared glasnost, studying Fed speeches has become more gratifying and educational. I want to focus on the speech given at the Economic Club of New York on March 29th by the Chair of the Board of Governors of the Federal Reserve System, Janet Yellen. I believe it sets the tone for the rest of this year if not the decade.
Understanding Dividends
March 23, 2016
A surprising number of investors lack a rudimentary knowledge regarding the nature of stock dividends. This knowledge gap contributes to a perpetual misunderstanding regarding security performance. Filling this knowledge gap will help foster an understanding of where dividends fit in an overall portfolio strategy.
Earnings Insight March 2016
March 8, 2016
Earnings season for the first quarter of this year is virtually complete. We are witnessing consecutive quarters of earnings contraction not seen since 2009. The hope that revenue and earnings growth would have resumed by now has been postponed until the second half of the year.
Tax Time 2016
February 29, 2016
Tax filing season is a great time to review your overall financial situation because you have all your financial information right in front of you! The goal is to look at taxes over two consecutive years to determine what is the most effective use of various tax strategies.
Market Update February 2016
February 22, 2016
Since we began reducing exposure on July 15, we have been monitoring the market to determine a relatively low risk re-entry point. Our intent is to put cash back to work over time, as we sense the market is looking to start a new up-trend. In this Market Update we wish to update you, our clients, on our perspective of the current markets and our near term outlook as these relate to how we manage your portfolios.
Financial Planning Timeline
February 15, 2016
The financial planning timeline helps to identify potential strategies to prepare an efficient and effective plan. While individuals and families have unique financial goals and circumstances, these key dates provide a framework to help make better informed financial planning decisions.
Coherent Investor February 2016
February 7, 2016
At Coherent, we conduct our own research for managing our clients’ wealth. We compile objective data from respected sources, apply our own analysis methods, and conduct investment operations based on our own conclusions. As investment professionals, we feel we owe this to ourselves and more importantly to our clients whom we feel privileged to serve.
Why Coherent
January 9, 2016
The quality of service we receive can enrich our lives. Seldom is quality more keenly felt as in the financial industry. What is it that specifically promotes quality in the financial services industry? The basic formula I think is simple. Quality service is provided by qualified people working in an ethical and efficient environment.