Chart of the Month – Oct 2023
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!”
Chart of the Month – Dec 2022
Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.
Bad News
Is the title to this blog supposed to be clickbait? Of course it is. That is the point of this blog. Bad news sells.
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
Satisfying Your Tastes and Preferences for Investing and Dining
Embrace Uncertainty!
How Elections Affect the Market
Purpose Before Portfolio
Are you making investment decisions in light of the game you really want to win?
Thinking About Stock Market Volatility
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?
Webinar Replay: Prediction, Expectation, Speculation, & Preparation
Selecting the Best Ingredients for Your Portfolio
How Should an Investor Position Their Overall Investment Portfolio Now and in the Future?
Right after, “What will the stock market do next?” the positioning question may be the most asked and re-asked question by investors of all types.
Embracing Uncertainty
Educated optimism is an antidote for anxious uncertainty, and it can be of great help in enabling investors to embrace the uncertainty that is with us all the time.
The Older & Wiser AI: The Market’s Aggregate Intelligence
Has Artificial Intelligence has been causing you anxiety, or made you wonder about the trustworthiness of investment markets? Be reminded that “educated optimism is an antidote for anxious uncertainty”.
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?