small cap stocks

2017 Q3 Market Review: Markets Continue to Rise Despite Geopolitical Turmoil and Natural Disasters

This is our review of the markets for third quarter and year-to-date 2017. Long term readers know that we do not believe in making forecasts, instead commenting on cross currents influencing the markets. As usual, our goal is to look at recent market results, put them in perspective,… Read More »2017 Q3 Market Review: Markets Continue to Rise Despite Geopolitical Turmoil and Natural Disasters

2013 Markets Review

What a difference a year makes! Early in 2013, things were incredibly unsettled: markets continued to teeter based on the most recent news from Europe, we had just “gone over the fiscal cliff,” we all wondered what the impact of the sequester would be, Congress was always divided… Read More »2013 Markets Review

Kulig Financial Advisors now offering Dimensional Fund Advisors funds

In August I attended a conference held by Dimensional Fund Advisors, a semi-passive fund manager, so that I may offer their funds to clients who have an ongoing relationship with Kulig Financial Advisors (asset management or portfolio monitoring assignments). The session in New York was very good, and… Read More »Kulig Financial Advisors now offering Dimensional Fund Advisors funds

Kulig Financial Advisors Mentioned in Wall Street Journal

Kulig Financial Advisors was mentioned in an article in the Wall Street Journal by Veronica Dagher on the topic of mutual funds closing their doors to investors (you may need to copy this into your browser): http://online.wsj.com/article/SB10001424127887323869604578368263000377502.html?KEYWORDS=veronica+dagher This provides me an opening to briefly comment on the types… Read More »Kulig Financial Advisors Mentioned in Wall Street Journal