Newsletters and Articles
Information designed to help you boost your financial confidence.
- The current bull market has pushed the Dow Jones Industrial Average to the precipice of the 30,000 level.
- There is a long history of designating major milestones in stock indexes and then running countless hours of coverage surrounding the event.
- While major milestones should be celebrated, avoid the temptation to derive a deeper meaning from these historic events.
Published on 11/20/20
- Bitcoin has exploded since March and attracted attention from the media and investors.
- Any sound investment decision must incorporate the bull and bear case.
- Owning cryptocurrencies is fine as long as your financial future does not depend upon them rising over time.
Published on 11/13/20
- It appears that the Democrats will keep the House, and Republicans will hold the Senate.
- Divided governments diminish presidential powers because passing policy becomes harder.
- The less the politicians meddle with the economy, the better off investors tend to be over time.
Published on 11/6/20
- Tax policy has taken center stage in the final days before the election.
- Hurdles exist that make Biden’s proposed tax plan difficult to implement.
- The taxes being proposed are a headwind, not an anchor.
Published on 10/30/20
- Republicans and Democrats are using historical stock returns to explain why they are the best option for investors.
- Both parties appear to be using history to support their conclusions.
- When it comes to statistics, consider them guilty until proven innocent.
Published on 10/23/20
- U.S. economic growth fell an annualized rate of 31% during the second quarter of 2020, but the tide appears to have already turned.
- Forecasts are calling for a third quarter rebound of a coincidental 32%. However, a 31% drop is not the same as a 32% gain.
- Arguably the most contentious Presidential election in history is weeks away, and the aftermath is likely to weigh on the minds of investors into 2021.
Published on 10/16/20
- Halloween is weeks away, and it’s hard to think of a scarier time for investors
- There is no shortage of issues facing investors, and some want to go to cash until things calm down
- Let’s address these concerns head on
Published on 10/9/20
- The staggering returns in technology stocks have rekindled memories of the late 1990s.
- This is not 2000. It’s not even close.
- Today looks more like the antithesis of the dot-com craze than a repeat.
Published on 10/2/20
- Short selling is one of the most controversial topics in investing.
- It requires a strong stomach, high conviction, and strict risk controls.
- Shorts are integral to markets but leave it to the professionals.
Published on 9/25/20
- Dividends have played a significant role in equity returns over the last 50 years.
- Specialized skill and experience are needed to invest in dividend-paying stocks.
- Moderation is warranted when seeking dividends.
Published on 9/18/20
We’re taking a look at the CARES Act, Required Minimum Distribution, and discussing Health Care. We also added a fun trivia for you.
While most of us were enjoying the holidays, our friends in Washington were busy tinkering with traditional Individual Retirement Accounts (IRAs).
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