Trump, Investigations, and the Markets

I’m not a political writer and I don’t want to be one.  However, there are times when politics can interfere with the markets.  Furthermore, when I have two clients approach me with questions such as… “How will this new investigation into Trump affect the stock...

The Problems with Target Date Funds

Target Date Funds are mutual funds with mutual funds inside of them (yes, you read that correctly).  They’re sold in a way where the investor is supposed to pick a “Target Date” based on the approximate year in which they think they’ll retire.  When you invest your...

A Decade of Firsts? Part 2 of 2

This is Part-2 of a two-part series.  To find Part-1, click here. Last week, we discussed the Ned Davis Research Global Recession Indicator and how it’s been unbelievably accurate since 1970…until last year, when it forecasted a recession that never came to fruition. ...

A Decade of Firsts? Part 1 of 2

The last two years were a strange time for the stock market.  In May of 2015, the market barely scraped out a new high, squeezed out a 3% gain through the first 4 ½ months, and proceeded to move sideways with a downward bias for well over a year.  Even when summer of...