BLOG

Is It Time For a Stock Market Correction?

Is It Time For a Stock Market Correction? The market looks tired. It should come as no surprise after the nice start to the year we’ve had. Even if we are just getting back to what we gave away last year. It should come as no surprise that stocks need to rest from time to time. […]

Read More

The Effect of Politics on Stocks

It is natural to think that one of the biggest influences of the direction of stocks is what’s going on in the headlines of Washington. That fact is certainly exacerbated by a very verbose and controversial leader or leaders. You get where I’m going here? How much influence does President Trump have on the financial […]

Read More

Caring for Aging Parents and Your Finances

One of the biggest retirement planning questions we all face has no definitive answer but still must be dealt with… It’s the aging process. A secure retirement master plan requires an expectation of not only how long we expect to live, but how are our aging parents going to impact our finances and lifestyle? People […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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

Read More

<< Newer Posts Older Posts >>

SUBSCRIBE TO OUR NEWSLETTER TO RECEIVE EXCLUSIVE NEWS AND UPDATES.

Supporting our Community: