Chart of the Month – Mar 2023
Category: Investing » Equity / Stocks
Is there conclusive evidence that one sector is better than another when it comes to returns?
Chart of the Month – Feb 2023
Category: Investing » Equity / Stocks
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Chart of the Month – Oct 2023
Category: Investing » Equity / Stocks
Have you ever said to yourself “If I would have just bought that stock, I would be set!” Or “How did I not see this coming? I was watching this stock years ago!” Or maybe “I should have never sold that stock!”
The Challenge of Entering a Bull Market
Category: Investing » Equity / Stocks
A Q&A with Senior Lead Advisor, Phil Kruzan.
Thinking About Stock Market Volatility
Category: Investing » Equity / Stocks
What caused the stock market to rise by over 20% in the second quarter of 2020 even as the COVID pandemic was out of control? How about the over 11% rise in the fourth quarter of 2021 as inflation ticked up and the Fed was warning of rate increases? It seems a little more obvious why the US stock market has fallen in the first 6 months of 2022, but should it have fallen more…or less?
War in Israel: Market Meltdown?
Category: Investing » Equity / Stocks
Does war in Israel mean a big market meltdown? It’s hard to escape the war news. One way to think about the future is by looking at the past for similar circumstances.
Inflation Aware Investing
Category: Investing » Equity / Stocks
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
Is the Stock Market a Glass Half Full?
Category: Investing » Equity / Stocks
The month of January was marked by negative returns for global stock markets. But, as the well-worn phrase, “Is your glass half full or half empty?” implies, our view of, or the way we feel about the state of markets as investors, may be more related to our personal dispositions than what the numbers indicate.
Are You Afraid of (Market) Heights?
Category: Investing » Equity / Stocks
Investors have been experiencing some fear of heights recently. Many stocks and stock markets are at or near all-time highs. So, here’s the question investors need to ask themselves today, ”Do you think that stock markets 26 years from now will be higher or lower than they are currently, even if today is an all-time high?”
Inflation Aware Investing
Category: Investing » Equity / Stocks
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
Is the Stock Market a Glass Half Full?
Category: Investing » Equity / Stocks
The month of January was marked by negative returns for global stock markets. But, as the well-worn phrase, “Is your glass half full or half empty?” implies, our view of, or the way we feel about the state of markets as investors, may be more related to our personal dispositions than what the numbers indicate.
Are You Afraid of (Market) Heights?
Category: Investing » Equity / Stocks
Investors have been experiencing some fear of heights recently. Many stocks and stock markets are at or near all-time highs. So, here’s the question investors need to ask themselves today, ”Do you think that stock markets 26 years from now will be higher or lower than they are currently, even if today is an all-time high?”
Do Small Company Stocks Like New Presidents?
Category: Investing » Equity / Stocks
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
Barbell Portfolios Can Be Hard To Hold On To
Category: Investing » Equity / Stocks
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
Six Key Ideas for Navigating Markets for the Rest of 2022
Category: Investing » Equity / Stocks
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
Timing Isn’t Everything
Category: Investing » Equity / Stocks
Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.
Are You in the Bear Market Buyer’s Club?
Category: Investing » Equity / Stocks
For the person who is currently contributing to a portfolio and does not need to take distributions anytime soon, this is a gift. That’s right, a bear market is a gift to those investors. If you are contributing to an investment account right now, you are already in the Bear Market Buyer’s Club.
You Will Have Forgotten Monday, July 19
Category: Investing » Equity / Stocks
By the time you read this, you will have most likely forgotten today. My guess is that you won’t remember what went on this day. You might remember a feeling or thought you had when you heard what was happening in the stock market. But then, you sent an email, mowed your lawn, took your dog on a walk and ate something healthy, like broccoli, for dinner.
How the “Little Guy” Really Wins in the Market
Category: Investing » Equity / Stocks
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.