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August 2019 Market Commentary
And just like that, the environment changed. The Federal Reserve lowered interest rates by 0.25% since our last market commentary. That was a change from their original plan of raising interest rates not once, but twice before year-end 2019. So now...
Setting A Course
In this age of acronyms, one of the best I’ve heard is QTL. Quality Time Left. A friend of mine who was recently celebrating the 29th anniversary of his 31st birthday (my backhanded way of saying he turned 60) introduced me to the concept of QTL. During this summer...
July 2019 Market Commentary
The Federal Reserve has a big announcement to make this week. Will they change course and begin cutting interest rates? By the time our newsletter is released, we’ll know one way or another. While most recent market news has been moderately positive...
Scam Artists
I have seen some really convincing scam emails lately. I mean the type that get me wondering, “should I click on this button?” Don’t I know better? It makes me wonder how many people fall prey to these frauds. CNBC reported earlier this year...
June 2019 Market Commentary
We are now half-way through 2019, and still the S&P 5001 can’t break out of a range that began in late 2017. Yes, we’ve touched new record highs, but they haven’t lasted more than a few days. And while that sounds generally positive, it’s been limited...
Roth IRAs for Kids
As parents, we have a responsibility to teach our children how to save, spend, and invest wisely. Trying to explain these principles, in theory, can be difficult for a parent to communicate as well as for a child to understand. However, a Kid’s Roth IRA...
May 2019 Market Commentary
Just when everything is looking good in the markets and the economy, something has to show up and throw a wrench in the works. When the S&P 5001 hit an all-time high on May 1st, the tweeting began. And just like that, the US is flirting with a trade...
April 2019 Market Commentary
After an impressively and unexpectedly bad Q4 of 2018, the stock market rebound (specifically the S&P 5001) is finally getting close to where it stopped and rolled over in late September. However, not all areas are participating. Small Cap stocks...
Myth-busting Indexing
I was recently listening to the podcast “Secrets of Wealthy Women,” hosted by the Wall Street Journal. One of the wealthy ladies being interviewed, a successful business owner, made a comment which stopped me cold. When asked about her investing philosophy,...
March 2019 Market Commentary
The first quarter of 2019 was a nice change from what we saw in Q4 of last year. And while it was one of the strongest first quarters since 1998 (cnbc.com), the S&P 5001 still hasn’t recovered the all-time highs it reached in September 2018. It ’s also...
Making Money Fun
Have you ever had a huge task in front of you that seemed so daunting it just made your stomach sink? Oftentimes we approach our financial tasks with this sinking feeling. It’s not fun, so we find ourselves behaving like small children who don’t want...
February 2019 Market Commentary
Wow, this year isn’t going as many investors and investment managers predicted. But that might be a good thing. I’m often in touch with several other money managers during the month to compare notes about what the market is doing and how others are...