The latest insights from 1st Portfolio's advisors

  • Stocks are unloved and unappreciated, but are they undervalued?

    Unwaveringly, we’ve stressed that investors should continue to look past the negative headlines of the day and instead focus on the underlying fundamentals of the economy. These headlines warn of bond bubbles, rising interest rates, chaos in the White House, dithering on the Hill, overpriced stocks, the threat of nuclear war, building a Wall and […]

  • Capitol Hill image

    Putting our clients first

    As a board member of the Financial Planning Association of the National Capitol Area (FPANCA), I recently represented our chapter during the 4th Annual FPA Advocacy Day. Nearly 80 FPA members from 38 states conducted over 100 meetings with lawmakers as we sought to promote full implementation of the Department of Labor Fiduciary Rule, referred […]

  • When TINA meets Trump, are new market highs ahead?

    Since the presidential election last fall, the U.S. stock market has enjoyed a rally. The Dow Jones Industrial Average topped 20,000 for the first time ever and the S&P 500, NASDAQ Composite, and Russell 2000 also reached all-time highs in the first quarter. In what may only be described as a well-overdue rally, non-U.S. stocks […]

  • Our Fearless Forecast: Beware of fear and greed in 2017

    It’s January, which means it’s time for our annual Fearless Forecast. A year ago, we were asked where the stock market was headed over the coming year, how many times the Fed might raise interest rates, whether higher rates would be good or bad for the market, whether oil prices would collapse and what the […]

  • Get healthy, get wealthy!

    It’s January, which means it’s time to get going on your New Year’s resolutions. If you’re like most people, you establish both personal and professional goals, taking time to write them down for future reference, and then forget about them in February. In talking with my clients about their resolutions and goals for the year, […]