2021 3rd Quarter Review: October headline inflation is up +6.2% year-over-year (+4.5% excluding food & energy) Used vehicles and energy are still large outliers contributing roughly 3% of the total Several sub-categories contributing … [Read more]
3rd Quarter 2021 Market Commentary
2021 3rd Quarter Review: September was the first negative month for stock returns since January “Pandemic fatigue” has caused consumer confidence to plunge COVID cases rolling over and declining in many U.S. states Inflation still … [Read more]
Day-Traders Advising Retirement Savers
What qualifies as a legitimate news source in 2021 is certainly debatable. But certainly, the financial news outlets have figured out how to get your attention. After all, this is the only money you have, and it's definitely all at-risk if you don't … [Read more]
Market Jitters & Missing the Elevator
Fear is a funny thing. We tend to not feel it when it would actually be a useful emotion to feel. And we often feel it when it's counterproductive. When it comes to investing in the stock market, this paradox has played out time and time again. … [Read more]
Mid-Year 2021 Market Commentary
2021 in Review: Economic growth is strong and the 2020 U.S. recession only lasted 2 months¹ The government’s financial response to COVID exceeds that of World War II Inflation concerns causing challenges to bonds (and stocks) Corporate … [Read more]
2021 Outlook
2020 in Review: Homes were converted into offices, schools, daycares, video studios, and churches. Driveways were converted into living rooms and al fresco dining venues. The longest economic expansion in history ended in February. At the … [Read more]
4th Quarter 2020 Market Commentary
4th Quarter 2020 in Review: Investing in the stock market over time is better than investing in a U.S. President Dividends and earnings are responsible for stock market returns over the long-term A small number of stocks have contributed … [Read more]
2020 Market Update
Market Summary: The stock market is looking beyond the economic damage caused by the pandemic Consumer behavior is being tracked to monitor the anticipated economic recovery Timing the stock market has proven difficult. Some sophisticated … [Read more]
CARES Act to Become Law
Includes Relief For: Newly Unemployed Workers Families & Individuals Large Corporations Small Businesses/Business Owners Retirement Account Holders Student Loan Borrowers Congress Fires the Relief "Bazooka" Today, … [Read more]
2020 Coronavirus Update
Covid-19 + Market Update: China's virus numbers are a great sign assuming their the data is valid Two potential scenarios are playing out - still too early to tell which materializes Your investment time horizon is paramount Portfolio … [Read more]
