The following is a copy of the 2019 2nd quarter letter sent to clients. It reviews the markets and the client account’s activity and performance for the 2nd quarter of 2019. One of the goals of a business is to be profitable. Of course, the end doesn’t justify the means and the path to profitably […]
Kerr Financial Group Kildare Asset Mgt. Jeffrey J. Kerr, CFA Newsletter September 23, 2019 – DJIA = 26,935 – S&P 500 = 2,992 – Nasdaq = 8,117 To Infinity and Beyond!! Interest rates are a critical part of the financial system. They play a big role in determining a borrower’s cost of capital which […]
Kerr Financial Group Kildare Asset Mgt. Jeffrey J. Kerr, CFA Newsletter August 26, 2019 – DJIA = 25,628 – S&P 500 = 2,847 – Nasdaq = 7,751 “I Will Follow You, Will You Follow Me” One year ago, on August 14, 2018, the S&P 500 closed at 2,839.96. Earlier this month on August 14, 2019, […]
Kerr Financial Group Kildare Asset Mgt. Jeffrey J. Kerr, CFA Newsletter July 15, 2019 – DJIA = 27,332 – S&P 500 = 3,013 – Nasdaq = 8,244 “Duck, Duck, Goose” Within Wall Street’s lexicon, there are numerous animal references. Obviously, the most recognizable are the bull and the bear. But there are others including […]
Kerr Financial Group Kildare Asset Mgt. Jeffrey J. Kerr, CFA Newsletter June 24, 2019 – DJIA = 26,719 – S&P 500 = 2,950 – Nasdaq = 8,031 “Changes in Latitude, Changes in Attitude, Nothing Remains Quite the Same”[i] Change is all around us and it’s all happening fast. While some changes are […]
Kerr Financial Group Kildare Asset Mgt. Jeffrey J. Kerr, CFA Newsletter “The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” Will Rogers Much has been written about the inescapability of death and taxes. Healthier living combined with medial progress offers some of us a […]
Kerr Financial Group Kildare Asset Mgt. Jeffrey J. Kerr, CFA Newsletter April 29, 2019 – DJIA = 26,543 – S&P 500 = 2,939 – Nasdaq = 8,146 “Everyone wants to be part of the scene – See themselves pretty in a magazine”[i] In a former time, magazines were an important part […]
Kerr Financial Group Kildare Asset Mgt. Jeffrey J. Kerr, CFA Newsletter April 29, 2019 – DJIA = 26,543 – S&P 500 = 2,939 – Nasdaq = 8,146 “We Can Evade Reality but We Cannot Evade the Consequences of Evading Reality”[i] With the Mueller Report released, we’ve learned that there was no Trump – Russian […]
Kerr Financial Group Kildare Asset Mgt. Jeffrey J. Kerr, CFA Newsletter April 1, 2019 – DJIA = 25,928 – S&P 500 = 2,834 – Nasdaq = 7,729 “Some Are Born Mad, Some Achieve Madness, and Some Have Madness Thrust Upon ’em.”[i] ― Each of the over 60 college basketball games in this year’s NCAA tournament […]
Kerr Financial Group Kildare Asset Mgt. Jeffrey J. Kerr, CFA Newsletter February 25, 2019 – DJIA = 26,031 – S&P 500 = 2,792 – Nasdaq = 7,527 “Good Times, Bad Times, You Know I’ve Had My Share”[i] Reviewing the past 3 months in the U.S. financial markets, we had the worst “December” since 1931, […]