Articles

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.

Watching the news can be depressing. The problem is that falling stocks make good news headlines.

“Ball two!” That hacked off my daughter who was pitching. She had great control and camped out in the “river” which is the black outline of home plate. The umpire wasn’t giving her the “river” as a strike and she was none too pleased. She didn’t say anything but the...

Straighten up! I don’t read lips well but even sitting several pews back from my mom in church I knew what she was saying. I knew that sitting lower in the pew where she couldn’t see me wasn’t an option and that I needed to straighten up quickly. One of my clients...

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.

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.

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.

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.

The Fed is trying to whittle down the US economy to slow down inflation but not so much that the US goes into a recession.

Khaki pants, a plain light blue shirt, and a navy-blue jacket are what I want to wear every day, but my cute wife says I need to mix it up a bit. She buys me patterned dress shirts and weird lined sports coats. I put on an ugly patterned shirt, and an ugly jacket only...

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.

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.

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

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.

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

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%.

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?

Several years of a strong stock market along with lower-than-normal bond yields have led many older investors to be heavier in stocks than they usually would have.