A Boutique Investment House

Est. 1986 | Portland, Oregon

Third Quarter Market Review

Third Quarter Market Review The third quarter of 2016 was interesting.  It was positive across the board, which is always nice, but the markets actually traded on what really matters most; earnings.  Earnings expectations were low, and proved to be …

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2016 | June Market Review by Ron Sloy

Ron Sloy, CFP of Sloy, Dahl & Holst, Inc., is neutral on stocks during the summer months and is surprised that the market is as high as it is. He believes that the next catalyst will be the presidential election.

2016 | May | Ron Sloy Provides a Current Market Review

“We believe the market heads lower or remains flat during the next couple of months. Be very cautious,” states Ron Sloy, Certified Financial Planner located in Portland, Oregon. The market is already showing signs of fatigue. <iframe width=”640″ height=”360″ src=”https://www.youtube.com/embed/dpTLVPpEA1o” …

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Fourth Quarter Market Review | 2015

Reminiscent of 2011, last year was nearly a non-event in the end. The S&P 500 was essentially flat, finishing approximately 0.75% below where it started 2015 (+1.38% total return, including dividends). Throughout the year there were certainly a few winners, …

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Sloy, Dahl & Holst, Inc.
1230 SW 1st Avenue, Suite 310
Portland, OR 97204

Phone (503) 248-9800
Fax (503) 248-7088