The last month was fun for the equity markets–if you like volatility. We saw stocks rally sharply from mid-June until early July and then fall for a week and a half as the Greek debt bailout struggled to garner approval in Europe. Subsequently, attention turned to the debt ceiling debate here in the U.S. The political wrangling and grandstanding has left investors feeling a little uneasy. The recently approved bailout package for Greece took one concern off the table. As I write this, the debate continues to rage in Washington with neither side understanding the word “negotiation.” While I...