2015 SDH Invitational Video Tribute With Ron Sloy

Ronald Sloy provides a market review at the 2015 Sloy, Dahl & Holst Invitational held on July 20, 2015 at Columbia Edgewater Country Club. Here’s the video tribute from the day. Later that evening there was a tribute dinner in memory of Jerome Kersey. 

Financial Times Publication names Sloy, Dahl & Holst, Inc. one of 2015’s Top Registered Investment Advisers

Sloy, Dahl & Holst, Inc. is happy to state that we have been chosen by the Financial Times as one of the Top 300 Registered Investment Advisory (RIA) Firms of 2015. The Financial Times recognized Sloy, Dahl & Holst, Inc. after a thorough review of over 2000 firms nation-wide. “The FT 300 provides a snapshot of the very best across the US,” wrote Loren Fox, FT’s Director of Research at the Financial Time’s Money-Media subsidiary publication. Sloy, Dahl & Holst, Inc. is one of three Oregon based firms recognized for the award.

Market Recap from Ron Sloy, CFP in Portland, OR | February 6, 2015

It's been a fascinating year. So far, January has been volitile. We foresee that trend sticking around for a while: up 300 points on the Dow one day, down 300 the following. The good news is, since we've moved into February the market has seen about a 500 point move. We feel there's a gigantic opportunity in the energy industry, continue preferring healthcare, and we like the idea of moving cash into Europe in the next 90 days. I specified last year we'd do a 10% return in 2014. I think due to energy prices we'll actually see better results than that in 2015. You can expect equities to give back 10-14%.

A 2014 Market Review | Ron Sloy Portland CFP

2014 finished as another decent year. Wound up approximately 10%. We had the Ebola emergency breakout back in October which sent quite a wave through the market, overall it was a good year though. January 2014 we anticipated we'd end the year at a 18,000 Dow and we essentially did. 2015 looks to be an extremely unstable. We envision a return on equity of about 8%-10%. Expect to see oil prices stabilize in the next quarter as well as interest rates flattening out.

Ron Sloy CFP | Market Recap - Sep. 2014

In regards to the Feds message today, it would seem that the Federal Reserve is going to keep on supporting the business sectors. Encouraged Chairwoman Janet Yellen kept up her stern stance and abstained from annoying markets with any shocks. We feel October could yield a decent month for the business sector. Markets headed higher today, shut at an untouched high on the S & P 500 and the Dow. Expect the business sector to head higher through the final quarter of this current year. I wouldn't be astounded to see a 18,000 Dow by year-end, right now we're at 17,150 and a S & P of around 2,100. We plan to be exceptionally bullish on the U.S. equities because it would appear that the Feds are going to keep on supporting us.