Newsletters and Articles
Information designed to help you boost your financial confidence.
- Companies often make controversial decisions that involve politics, religion, and other hot button issues.
- These decisions can impact the consumption of their products, services, and often even their stock price.
- When companies don’t align with ideologies, it’s important to remove all emotion from the investment process.
Published on 01/15/20
- The surprise outcome in the Georgia Senate runoff this week certainly caught the attention of investors
- Many fear that higher taxes and increased regulation could pose risk to their portfolios
- While there may be some economic headwinds forming over the next two years, the tailwinds could be stronger and last longer.
Published on 12/21/20
- The “active versus passive” debate remains alive, and investors continue to ask if passive is right for them.
- Passive investing is a suitable strategy for some investors, but it is most certainly not appropriate for all.
- Here’s a test that can help determine if an investor is suited for passive investment strategies.
Published on 12/21/20
- It’s that time when investors start asking how the stock market will do next year.
- Data indicate that this task is harder than it may seem.
- Focus on fundamentals more than forecasts to prevent unnecessary risk.
Published on 12/14/20
- The stated efficacy rates of the COVID-19 vaccines indicate that they not only work but work extremely well.
- However, strong technology does not always imply immediate adoption, and history has shown this to be the case.
- Even though the vaccine rollout may get bumpy, this will be over eventually.
Published on 12/07/20
- 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
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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