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Trump, Investigations, and the Markets

by | Aug 11, 2017 | Adam Koos, CFP®, Commentary

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

by | May 26, 2017 | Adam Koos, CFP®, Commentary

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

by | May 18, 2017 | Adam Koos, CFP®, Commentary

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

by | May 12, 2017 | Adam Koos, CFP®, Commentary

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...