Read through Boone Wealth Advisors's journal entries.

Checking in on Some Trump Trades

Checking in on some “Trump trades.” The election outcome and resulting expectations for fiscal policy have caused several shifts in market leadership toward areas most sensitive to these policies. Policy is not the only factor to consider when...

April Preview

April 2017 is a busy month, with several potentially market-moving global events to monitor closely. 2017 has seen global equity prices soar to new highs, with the S&P 500 Index up 5.5% in the first quarter, the best performance to start a year...

The Stock Market’s Final Four Factors

The NCAA College Basketball Final Four is set. Gonzaga, North Carolina, Oregon, and South Carolina are headed to Phoenix, Arizona to determine this year’s college basketball national champion. In that spirit, following our “Sweet 16” commentary...

President Trump’s First 50 (or so) Days

Since FDR first popularized the concept at the start of his first term in 1933, the first 100 days of a president’s term is often seen as a benchmark date for early accomplishments that set the tone for the presidency. The first 100 days are...

Corporate Beige Book: Better Sentiment and Lots of Tax Talk

It should come as little surprise that sentiment among corporate executives improved during the fourth quarter of 2016. We saw relatively more use of strong and positive words compared with weak and negative words in our analysis of earnings...

Tiptoe Through the Tulips

The case for increasing European investments is getting stronger, as we evaluate the fundamentals, valuations, and to a lesser extent the technicals. Throughout most of the region, we are seeing improvement in the economic data and most importantly,...