Is The Stock Market Broken?
It’s the end of the world as we know it, and I feel fine…” should, in my opinion, be the motto for 2024’s US economy, and corresponding stock market performance.
2024 Stock Market: Bull or Bear Case?
It goes without saying, 2023 was an interesting year. Whether it was the Magnificent Seven stocks propping up the stock market, the Fed’s relentless interest rate hikes, consumer debt hitting all-time highs, Middle East unrest, or the threat of a...
Are Small Cap Stocks The Canary In The Coal Mine?
For investors who were 100% invested in equity and fixed income markets, this month was great with a 8-10% rally. Yet if you turn back the clock one month to October that same investor would have been taken for a...
Trick Or Treat? Will 2024 Become The Next 2008 Crash?
I want to draw a point of similarity to the 2000, 2001, and 2002 market decline – all led by the Nasdaq’s surge in the late 90’s. In looking at the stock market’s growth during 2021 & 2023 much of...
Deja Vu: Will The 2022 Real Estate & Housing Market Crash Like 2008?
Turn on any news outlet, read any newspaper, or scroll through an online news publication and you are bound to find someone talking about the slow down in the real estate market. In fact, I just read headline that new...
The Dirty Secrets of The IRA…
What does your Individual Retirement Account (IRA) look like? Do you have one? Is it time to roll over your Employer Sponsored Plan into an IRA account? These are legitimate questions you need to be asking yourself. As retirement inches...
The Death Of the Robo Advisor
Imagine it is 2007 and your portfolio growth is beginning to slow. You have no reason to believe your account balances will drop over the coming years, so you stay the course with your current strategy. Then the market begins...
How Does Your Risk Tolerance Affect Your Portfolio Risk?
Defining risk tolerance can be overwhelming, confusing, and an art rather than a science. Once a risk tolerance label is assigned the investor has to agree with the prescribed label for a defined period of time. Unfortunately, it takes the...
Who Benefits From Investment Management?
Look it up. Seriously! Search “What is Investment Management” in the search engine of your choice. The first ten articles in the search results seem to vary on the definition with a few similarly stating that it is the process...
Stock Picking Or Model Portfolio
For decades there has been a belief that stock brokers could pick some of the best untapped, undervalued stocks in the equity markets. Prior to the commercialization of the internet, it was not uncommon to “have a guy” who would...