Blog2018-10-24T13:20:54-04:00

The Future Proves Impossible to Predict

...as hedge funds go from bad to worse. You may have heard of hedge funds but not be entirely sure how they work. In a nutshell a hedge fund is an investment fund that uses complex strategies, is open only to high net worth individuals, has less regulatory oversight than [...]

By |August 17th, 2020|Categories: Uncategorized|0 Comments

The Biden Tax Hike Would Be Severe

Today's article is from the WSJ. I'm sharing it because it serves as a 'heads up', and accurately paints the current tax picture and what the potential picture could be, based on recent statements and predictions. When it comes to the stock market, we never make predictions. When it comes [...]

By |July 20th, 2020|Categories: Uncategorized|0 Comments

The Bumpy Road to the Market’s LTA

As I've written in many previous email blasts, we're going to be bumping along between a couple 'guard rails' - 23,000 and 24,000 until the market gets some good news. And while we're traveling this crazy road, it's sometimes difficult to see the bigger picture, especially when the media is [...]

By |May 15th, 2020|Categories: Uncategorized|0 Comments

Wait for it….

Follow the money. Goldman Sachs is stepping out with some bullish commentary. Market Watch reported, "a team of Goldman Sachs strategists led by David Kostin, says the worst of the market rout is behind us. A 'previous near-term downside of 2000 [for the S&P 500] is no longer likely. Our [...]

By |April 15th, 2020|Categories: Uncategorized|0 Comments

3 Common Investing Mistakes

Timing the market - Although the financial markets can be remarkably steady over longer time periods, sharp short-term movements in security prices are increasingly frequent. Choosing the ideal moment to buy or sell is difficult, and investors who attempt to time the market may end up missing periods of exceptional [...]

By |March 19th, 2020|Categories: Uncategorized|0 Comments

Will Coronavirus Make Your Portfolio Sick?

The Coronavirus outbreak is causing panic worldwide and almost everywhere investors look, the headlines seem daunting when it comes to the epidemic and their portfolios. What is an investor to do amid these circumstances? First and foremost, everyone must understand the incentives of the news outlets pumping out these headlines. [...]

By |March 9th, 2020|Categories: Uncategorized|0 Comments

In the Blink of an Eye

Well... it's Monday following an 11% drop in the DOW from last week. And what's happened? When financial markets hit periods of volatility like this past week, these questions inevitably fly around: Is this the right time to sell? Why are my account balances dropping? Shouldn't you (the advisor) be [...]

By |March 2nd, 2020|Categories: Uncategorized|0 Comments

The Sky is NOT Falling!

It finally happened. A bona fide selloff took hold on Wall Street Monday after investors spent weeks attempting to come to terms with the potential impact of COVID-19 as it spreads in countries outside of China, notably Italy and Iran, threatening to dent global supply chains and economies. There are [...]

By |February 24th, 2020|Categories: Uncategorized|0 Comments

Trade Wars Are Nothing New

With the U.S. and China dominating the news over the last several months as they dispute tariffs being waged on each other, the headlines seem relentless, confusing and daunting. Let's face it, the terminology of trade wars and tariffs is complicated. And most people don't stop to investigate the history [...]

By |January 22nd, 2020|Categories: Uncategorized|0 Comments

They Changed The Rules AGAIN!

And here you thought you had things wired. But this is Congress we're talking about and there's a LOT of money at stake. Now, any plans you may have had for 'legacy' to children were just changed. One of the most significant changes made by the SECURE Act to impact [...]

By |January 9th, 2020|Categories: Uncategorized|0 Comments

The Market Has No Memory

In an email on Jan 3rd about 'Prediction Season' and yesterday's email about 2019's historic market rise, the bottom line is that markets react from current news, policies, projections, and regulations. They project forward, usually reflecting that they are or are not bothered by the same things you or I, [...]

By |January 8th, 2020|Categories: Uncategorized|0 Comments
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