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 […]
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. […]
Our market research summary for the 3rd quarter 2019 is short, concise, and actionable. The goal of this effort is to provide you with an educational executive summary with the […]
Our quarterly market research summary is short, concise, and actionable. There’s a graph or chart along with the relevant questions: “What does it mean?” and “What should I do?” The […]
Click on the video for a tutorial on how to use the online client portal on our phone app. The client portal is a secure, private website that provides you […]
