After an unexpectedly and uncharacteristically ugly December, January 2019 so far has been a nice break from the down-trend. The government shutdown, while a big source of debate politically, was a non-issue relating to movement in the stock market. It could be argued that the market approved of the government …
A wise friend recently asked me: “What should I be doing now to prepare for the next economic recession?” Whether you think the next downturn is nearly upon us, or is still years away, this is an excellent question to ask. Having lived through several economic downturns and having observed …
We’ve been hard at work with improvements to our firm… Ryan is working toward earning another certification in addition to his ChFC® (Chartered Financial Consultant®). The certification he is working toward is called Chartered Market Technician® (CMT) and requires that he pass 3 exams to earn this credential. In December, …
If your New Year’s Day list includes these 3 things: Nurse a hangover Take down holiday decorations Return gifts you’re probably not alone. But what about doing something different, something that could actually improve your future life? Here are 3 smart and simple things you can do to get off …
The Grinch apparently stole the Christmas rally this year. Even with odds favoring a positive December, the S&P 5001 is somehow now on the verge of the worst December in history (cnbc.com). That being said, a post-Christmas rally appears to be bringing the oversold bounce we’ve been expecting for days …
This has got to be one of the most important, and often one of the most difficult, questions that I am asked. Couples have a unique opportunity to build a bright, positive future together, with the power of TWO, rather than one. But how do you do that? Believe me, …
It’s been a rollercoaster of a ride so far this November. The S&P 5001 has been up, down, and is now back just above where we started the month (stockcharts.com). We remain hopeful and optimistic that we’ll see the famed “Santa Clause Rally” that often occurs in the second half …
Last month, we discussed the 5 key questions to consider when nearing retirement. These covered the areas of health care, housing, lifestyle, and family. This month, we’ll get down to the question of income, the next important part of this adventure. The first part of this question is usually “How …
Historically, the months of September and October don’t have good odds of positive returns in the stock market (Stock Trader’s Almanac). And while September this year was slightly positive, October came in and gave back all the gains of the S&P 500 for the year so far (Fast Track data). …
Yesterday’s market declines (the S&P 500 down 3.29%, according to FastTrack data) were entirely within the range of a normal adjustment. Despite the claims of talking heads, this doesn’t appear to be a “crash,” nor is it a reason to panic. It has been our outlook for the second half …
