Volatility returned to the markets last week. More on that later. If you haven’t read Annie Duke’s book1, “Thinking in Bets: Making Smarter Decisions When You Don’t Have All the [...]
Suppose you bought Apple (AAPL) stock years ago and now it is worth more than you are comfortable with — perhaps more than 10% of your overall portfolio. The dollars [...]
The S&P 500 is up 4.4% year-to-date, yet people are losing their jobs; they aren’t paying their rent; store shops are shuttered; malls are empty; no one is flying or [...]
1. What a Long, Strange Trip It’s Been 2020 Year-to-date performance through 6/30/2020: Fixed income securities were up 6.4%. US stocks were down (4.8%). Emerging Market stocks were down (13.2%). [...]
We all know we should “buy low” and “sell high”. In this post, we explore a group of stocks who are “buy low” candidates. These “buy low” candidates may be [...]
This year may be an opportunistic time for you to convert some or all of your traditional IRA to a Roth IRA. Stock markets around the world are down, which [...]
Do you pay an advisor to pick winning funds? The odds are against you and them. According to the lastest SPIVA report, 80% of actively managed large cap funds underperformed [...]
I hope this finds you safe and healthy. The bottom line is we feel the market has more downside before finding a long-term bottom. For that reason, we continue to [...]
US stocks (S&P 500) posted the seventh worst percentage decline since WWII (-7.81%). The markets fell, not because of the virus, but because Saudi Arabia announced an oil price war [...]
The markets have been moving pretty fast last week and today. Without a process in place, it can be paralyzing. Sometimes doing nothing is the correct move. Other times the [...]
