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 (Russell 2000) still have a while to go before getting …
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, she replied nonchalantly, “Oh I don’t like risk, so I just …
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 been interesting …
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 to clean up their bedrooms. …
What’s Up at Shadowridge? Please help us welcome the newest face to the Shadowridge Team: Phil Lebkuecher, our new Investment Advisor Representative We are so excited to announce that our Shadowridge Team has a new member! Phil Lebkuecher (LEB-ketch-er) joined us last month and has been charming us with his …
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 responding to it. Surprisingly, I’ve found …
It may seem like a waste of time, digging through your records, faithfully documenting your Roth IRA contributions when you file your tax return each year. There’s no immediate tax benefit, so why bother? There are 3 compelling reasons to be diligent about this reporting, believe it or not. Two …
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, …
