Articles

Sharing Our Financial Wisdom through Articles

Unexpected Support

Unexpected Support

The market has been doing better than expected since mid-June. The S&P 500 is up 16% since its low point on June 16, and though still down, it was only 11% below its all-time high.

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Mood Swing

Mood Swing

This is a significant shift from the start of 2022 when investors preferred more defensive stocks, like utilities, health care, and food companies, which are preferred when investors are afraid of the market.

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Markets Settle Up

Markets Settle Up

Straighten up! I don’t read lips well but even sitting several pews back from my mom in church I...

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Unexpected Sting

Unexpected Sting

Inflation surged 9.1% in June. That makes this the fastest pace of inflation since December of 1981, for things like gasoline, groceries, and rent.

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Bottle Rocket Wars

Bottle Rocket Wars

Right after the seven biggest two-quarter market drops since WWII, stocks rose an average of 21.5% over the next six months, going positive every time.

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Are We There Yet?

Are We There Yet?

The S&P 500 closed out June as the worst ever first half of the year since 1970. Many investors are wondering if we have seen the bear market low yet.

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Bear Market… for Now

Bear Market… for Now

Our current bear market started on Jan. 3rd when the S&P 500 Index hit a high. It’s 5 ½ months old, which makes it older than 6 out of 8 other bear markets in the last forty years.

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May Was a Bit Overdramatic

May Was a Bit Overdramatic

May was overdramatic too but thankfully it’s finished. Unfortunately, June has historically been the worst market month of the year during a midterm election year.

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“We don’t know where to start.”

“We don’t know where to start.”

I want you to have everything you need to get the retirement you’ve been dreaming about. I have been able to help my clients become well prepared for what happens when they stop working.

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Are We Near a Low?

Are We Near a Low?

There is no crystal ball but there are some historical signs that may indicate that the market is close to a low.

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You Weren’t that Good at Frogger

You Weren’t that Good at Frogger

The stock market doesn’t like uncertainty and it’s getting a lot of it this year with high inflation, the Federal Reserve seemly asleep at the wheel, COVID-19 shutdowns in China, a continued global supply chains mess, and of course a nasty war in Eastern Europe.

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Soft Landing

Soft Landing

Last Wednesday the Federal Reserve announced the strongest interest rate increase in more than 20 years to calm the US inflation.

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Nobody likes Negative Nellie

Nobody likes Negative Nellie

Right now, the stock market is a bit of a Negative Nellie. The market selloff we have been experiencing hurt even more on Tuesday, April 26th, when the S&P 500 Index was down 7.8%.

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Is Inflation About to Peak?

Is Inflation About to Peak?

Inflation is still really high, and everyone keeps talking about it. It’s affecting all of us because it’s so widespread. How high will it get? Will it ever stop?

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