Posts Tagged ‘current events’
My Friend Gandalf
As a financial advisor, I’m often asked where the markets are headed. Unfortunately, my crystal ball, affectionately named “Gandalf,” has been cracked and in the shop for years; frankly, I’m beginning to think I’ll never see Gandalf again. So, I’m forced to seek guidance from my second favorite source – data. It turns out…
Read MoreMarket Update – August 5th, 2024
After fielding some questions from clients over the past few days, I wanted to provide a quick update on what’s going on in the markets. What’s Happening In The Markets and Why Are They So Volatile? Today the markets continued last week’s selloff, on the heels of weaker-than-expected employment numbers Friday, and an over 12% loss in the…
Read MoreChaos and Bloodshed
Staying disciplined and invested can be difficult in times of chaos and market turbulence. History tells us this is the right time not to act.
Read MoreThe Consolidated Appropriations Act of 2021…In Under 5500 Pages!
Does the excitement of the new Consolidated Appropriations Act of 2021 keep you awake at night? If so, you can find all 5,593 pages here on Congress’s website and I’m confident your insomnia will be cured by page 3. Like most of you, I skipped most of the tiny print of the bill in favor…
Read More2Q2020 Newsletter – Why Are Markets So High?
The markets will continue to be choppy in the coming months, due to the Coronavirus and upcoming elections. Don’t let that derail your long-term investment goals.
Read More1Q2020 Newsletter – Where Do We Go From Here?
Investors purchasing stocks/stock funds at these levels should expect a higher return over a long-term investment horizon than those who purchased in January, after 10 years of compounding double-digit growth. Likewise if the market continues to fall, that increases the investors’ expected returns.
Read MoreCARES Act – What You Need to Know
Last week the President signed into law the Coronavirus Aid, Relief and Economic Security Act (CARES Act), an economic stimulus package worth approximately $2 trillion.
Read MoreVolatility 2.0
An investor’s inclination to sell or buy is strongly inversely correlated to the proper time to do so. If your investment objectives and time horizon have not changed (other than being one day older), studies have consistently shown that your best course of action, difficult as it may be, is to remain invested.
Read MoreA Note On Market Volatility
Surprise! Stock markets can be volatile. Ask your fee-only financial advisor to help you remain disciplined.
Read More2019…A Year to Remember
As is often the case following a negative year, (the US Markets lost over 5% in 2018), 2019 was (globally) a banner year with total US Market returns over 30%, International markets over 20% and even the US and Global Bond market’s joining in the celebration with returns of over 8.5% and 7.5% respectively. In fact, US Stocks were THE place to be in 2019; they were the tickets to Hamilton, U2 and BTS (Boomers, find the nearest Millennial and ask them) wrapped up into one beautiful gift basket!
Read MoreRiding High… 2Q2019 Review
The sky is falling mentality has just pushed the stock market to record highs. That the housing market is slowing, wages are stagnant-or negative in real terms, and you can get a higher return investing your money in 3-month government debt than 10 year debt (yield curve inversion) doesn’t seem to matter and the markets…
Read MoreA Valentine’s Day Gift
December’s market selloff- or rather, January’s recovery, provided investors with a tremendous gift. We now have the rare opportunity to reassess our portfolio and perhaps more importantly, our behavior and tolerance for risk, without the usual triggers for such evaluation; namely significant loss of capital. As many studies have shown, the vast majority of investors…
Read More2018 Market Review
As we reflect on 2018, it is tempting to sugarcoat the year by simply reporting that it was a record-setting year for stocks – because so many investors would rather quickly forget the end results. So here are the end results: 2018 was the worst year for stocks since 2008 and only the second year…
Read More8 Tips for Dealing With the Equifax Fallout
As you’ve probably heard, Equifax, a now-shortened leg of the oligopolistic credit agency tripod, was hacked months ago. Although the public continues to learn more bit by bit, the lights were only recently turned on- only after executives allegedly unloaded stock upon learning of the breach, though before sharing it with the public. Let’s give…
Read More