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 …
“So far, so good” is surprisingly how we are faring in the 3rd quarter of this year. We continue to remain in a seasonally questionable time, but overall the S&P 5001 is still holding above its long-term moving averages (see chart below). And while we’ve seen a slight rotation from …
Ever wish you had a friend who had successfully retired and could tell you what you need to do?You’re not alone. After helping clients to retire successfully over the years, I’ve observed there are some common, practical steps that help lead to a smooth transition. Whatever retirement may look like …
We’ve been hard at work this summer. Usually, summers are quiet for us, but this year has been an exception! In the past few months, Laura has attended the FPA Invest in Women Conference in Dallas where she connected with and learned from fellow women in the industry including Sallie …
Normally, we find that this time of year can be a bit dodgy in the stock market, but so far the 3rd quarter has been relatively quiet and calm. However, we still have to get through September. According to the Stock Trader’s Almanac, the S&P 500 ends the month of …
