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VQ Perspective

First Quarter 2017 Investment Commentary

The Take-Away The Trump Rally continued its advance in the first three months of the year as broad market indices breeched new record highs in March before giving back some of the profits.  A positive reaction to financial, fiscal and economic activity appears to leave room for more advances later in the year. Review and […]

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Sufficient Home Insurance:  Do you have enough?

Your family home represents one of our most important personal assets.  Protecting it through the purchase of homeowner’s insurance should be a high priority.  To accurately estimate the insurance necessary to rebuild your home, in the event of a disaster plan for the worst.  That is, assume a total loss of your home from a […]

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Big Government Slows Growth

Economic Update: March 2017 – Big Government Slows Growth In 1930, Pluto was declared the ninth planet. Apparently, and I’ve been informed by my 11 year old daughter and 8 year old son, that in 2007, Pluto was demoted to “dwarf planet” status by astronomers after considering new evidence.  So I guess, we are now […]

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February Economic Update: Leading Economic Indicators continue to show growth

The Conference Board Leading Economic Index® (LEI) for the U.S. increased 0.6 percent in January, following a 0.5 percent increase in December, and a 0.2 percent increase in November. Eight of the ten components increased in January suggesting economic growth over the next six months. The positive contributors, beginning with the largest contributor, were the interest rate […]

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Managing Cash Flow to Ensure You Never Outlive Your Money

Over the past 42 years, I have had the privilege of speaking with thousands of individual investors and during the process of getting to know their needs, desires and family goals, we always discuss concerns.   Of those concerns, only a very small percentage are fortunate enough to have no worries or uneasiness about outliving their […]

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Economic Update: January 2017 – Another Plow Horse Quarter

Confidence surveys have soared since the election. The Conference Board’s future expectations measure hit the highest level since 2003 and the NFIB small business confidence index rose at its fastest pace ever. Other surveys are up too, but I believe that it will take much more than “an election” to lift economic growth from its […]

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Fourth Quarter 2016 Investment Commentary

The Take-Away The combination of volatile financial markets, global turmoil, a presidential election and many other contributing factors made 2016 both exciting and challenging for all of us.  As we look back on 2016, we all remember that the first month saw a 10.5% decline in the S&P 500 and then a rebound that moved […]

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Economic Update: A Different Kind of Christmas Story!

Merry Christmas to you! This is the last economic update of the year, but as we prepare to celebrate the holiday season with our families, I felt that I would present something completely different. As we end 2016, there is plenty of data to examine and comments to be made by me in regards to […]

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If It Isn’t Busted – Break It

We are probably all familiar with the axiom that “perception is reality.” And if that is true, then we can take that line of reasoning to its next logical conclusion. If perception truly is our reality, then we can deduce that what we perceive as reality is largely open for discussion. The truth that is […]

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Economic Update
Market Commentary
Planning Series
Time Sensitive Commentary

VisionQuest in the News

VisionQuest’s Joe Baker interviewed on ABC News in Charleston

VisionQuest’s Senior Vice-President, Joe Baker, was recently interviewed by ABC News 4 television in Charleston, South Carolina regarding the Dow Jones Industrial Average (DJIA) moving to a historic high. See link:  http://abcnews4.com/news/business-news/expert-provides-insight-on-dow-jones-historic-day Joe explains in his interview that there are some psychological benefits when an index crosses an all-time high, but it has little significance […]

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