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The new Retirement Plan Limits for 2019

The IRS is allowing cost of living adjustments for 401k’s, pension plans and other retirement-related items for this tax year, 2019. The primary update that will affect most people is that the limit for 401(k), 403(b), most 457 plans, and TSP has been increased from $18,500 to $19,000. The catch-up contribution limit for employees aged […]

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Why the Mini-Crash Was a Good Thing

Good bye and good riddance December! What is usually one of the best months of the year, turned into a Christmas nightmare. 2018 was the worst year for stocks in a decade and December was the worst December since 1931. The S&P 500 fared the best, dropping only 20% from the highs. Other broader market […]

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This Rule Says 2019 Will be Good

Investing in the stock market comes with a lot of adages, esoteric rules, and trends. One that I believe in is called the “first 5 days rule”. History implies that when stocks go higher in the first five trading days of the year, so goes the market for the rest of the year. In 44 […]

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Maybe Things Aren’t So Bad

The stock market does one thing very well: exaggerate. No matter what the news, it always seems to overshoot – to both the upside or the downside. Last month was par for the course. We got news that wasn’t even that bad and the market took it as the end of the world. What a […]

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What Stocks Are Telling Us

The stock market is pretty much always giving us a message. It doesn’t reflect what is going on today. Rather it forecast, or attempts to at least, what is coming down the pike 6-12 months from now. However, there are instances where it shows its “displeasure” with something specific, usually an action or a statement […]

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When Smart People Do Stupid Things

What this means to your portfolio History is littered with smart people doing stupid things. This week we had another headscratcher. All investors wanted for Christmas was for the Federal Reserve to announce after their December 18/19 meeting that they would take a wait and see approach to raising rates next year, rather than mechanically […]

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The 5 Secret Do’s and Don’ts of Successful Investors

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Critical Market Brief

For this week’s market update, I am going to keep this brief. I have written extensively about what is going over the last few weeks, so please refer to those recent newsletters for more information. What’s going here is that the economy is transitioning from a low and declining interest rate environment to a rising […]

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Are You Ready For The Capitulation?

Be ready both financially and emotionally! What is Capitulation you might ask? Capitulation is essentially the panic selling that occurs at the bottom of a correction or bear market. It usually comes on a big down day with high trading volume. The term is derived from a military term which refers to surrender. The belief […]

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Springer Turkey Challenge – Special Fire Edition

Thank you to everyone who donated at our client appreciation event last week to our Special Fire Edition of the Springer Turkey Challenge. In just the few short hours during our party at the Diplomat we raised $950.00. With my match, the total raised was $1900.00. All proceeds will go to the California Fire Foundation, […]

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