It’s “NERDvember” again, which means it’s time to write educational articles and updates on the market that cater to a relatively small percentage of our readers (15-20% at most, I’m guessing). So why am I doing it again this year? […]
Market Commentary
If we go back 20 months in time, the stock market is up only 3.5%. If you look back about a year ago, we’re only talking 1.5%. In other words, the good times we experienced in 2017 have been largely […]
The market goes up, on average, in 3-out-of-4 years. The “perma-bear” who consistently preaches of doom and gloom is forgotten each day until he is right, then they put him on the news and ask how he “called” the top […]
It’s been a crazy week for the markets, both here and overseas. The Fed apparently wasn’t aggressive enough for investors, which started the selling that was accelerated by Trump’s decision to slap China with tariffs on September 1st to the […]
We’re well into the last half of 2019 at this juncture and this past week was interesting. On one hand, Jerome Powell, Chairman of the Federal Reserve dropped interest rates by a quarter-point (as expected), but market participants didn’t like […]
The number one concern we hear from our clients is that they wish they would’ve started investing sooner. But what if there was a realistic way to upgrade your retirement nest egg by a half-million dollars between now and retirement? […]
I don’t normally write about the Dow, mainly because it consists of only 30 stocks… and only 30 large and mega-sized stocks to boot. So, it doesn’t really give us a good feel for what “the market” is doing if […]
Earlier this week, the city and outlying suburbs of Dayton experienced some of the worst storms its seen in years. Sirens went off and ultimately, tragedy struck as a tornado touched down, killing one and injuring more than 90. Many […]
Article Summary: The steep, -20% drop that took place in the market at the end of 2018 has been followed by an unprecedented, equally interesting recovery.Long-term trends in the market are up, but not so much to where caution should be thrown to the wind.
“Am I on track?” This is one of the most common questions I get from my clients. It usually comes up when we are reviewing an individual’s financial plan.