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 […]
It is easy to get swept up in fear, focusing on the short-term. When feeling this way, the only scenario you envision is one where stock prices are falling. The […]
“Stocks only go up!” is a joke you may have heard me say over the last few months. It has been true more often than not the last few months. […]
