Needham Advisory Corporation is a full-service investment management and financial counseling firm. We offer personalized solutions for immediate financial questions, trusts and long-term financial planning.

Newsletters

Our Online Newsletter Library.

Our newsletters provide insight to timely news and events which shape our financial world, while our archives provide a good reference for additional research on many financial topics.

Click on any of the links below to view an entire newsletter.  After reviewing our newsletter, please contact us with any questions or comments.  As always, we appreciate the opportunity to discuss your financial concerns.

Third Quarter 2018 Newsletter

Volatility has returned to the market, highlighted by the two day 1400 point decline in early October. As a broker friend of mine used to explain “more sellers than buyers”.  The psychology of the market changed on a dime as a combination of rising interest rate fears and China trade concerns stopped, at least temporarily, the market’s move to new highs. Historically October has been one of the most volatile months for stock market performance. This year the battle will be whether strong third quarter earnings can beat concerns of higher interest rates.

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George Kimball
Second Quarter 2018 Newsletter

After a volatile start to the year, highlighted by the parabolic early rise and followed by an event driven decline, the S&P 500 managed to show a total return of 3.43% for the first six months. Three cheers for the market! In addition the Atlanta Fed’s forecast for the second quarter is 4%, employment has continued to increase, and expectations are that corporate profits will be strong this quarter due to the corporate tax cut. With the increase in S&P 500 profits the market PE has dropped to a much more reasonable level of 17 times earnings. It sure looks like the sharks are gone, and it’s safe to go into the water again.

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George Kimball
First Quarter 2018 Newsletter

The stock market’s sleepy complacency, after a Rip van Winkle-like period of calm, awoke with a sudden volatility matching the wild ride on Six Flags’ “Bizzaro” roller coaster. Investors had to hang on for dear life, with some becoming nauseated, before the market’s ride slowed and gradually came to a stop after a long overdue 10% price drop. The surprise and speed of the correction startled many investors and left them wondering if this was the start of “The Big One”. Now that the dust has cleared it looks like this was caused by a failed market bet that virtually cleaned out the speculators.

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George Kimball