Wow, where do I start? Perhaps with raging inflation not seen since the early 1980s, partisan government dysfunction or Russia invading Ukraine? I’m not sure where to start, but the markets seemed to know where to start by heading down … Continue reading →
After a difficult September, the equity markets finished the year strongly led by giant technology companies like Apple, Microsoft and Alphabet (Google) as well as real estate, materials, consumer staples and consumer discretionary sectors. Small capitalization companies performed relatively poorly … Continue reading →
The 18-month market rise after the initial Covid induced selloff of March 2020 finally came to a halt in September as the market sold off sharply. Given that the S&P 500 more than doubled off the bottom of March 2020 … Continue reading →
The post March 2020 bull market extended through the second quarter. There was concern in June that the Delta variant of Covid would reverse some of the vaccine-led progress as many remain unvaccinated and the Delta appears to be considerably … Continue reading →
Somehow being labeled a “progressive” has become a pejorative in certain circles, but I’m not concerned. One definition I found and how I like to consider my thoughts on the subject is “favoring or advocating progress, change, improvement, or reform, … Continue reading →
The markets continued to climb during the first quarter with the S&P 500 Index gaining 5.8% and sitting at all-time highs, although many growth and stay-at-home stocks that were big winners during the pandemic did not participate in the rise. … Continue reading →
Retirement Plan Contributions and Distributions Make every effort to max out company retirement plan contributions. If you receive a bonus, put what you can towards your 401(k) plan which has a 2020 maximum of $19,500 ($26,000 for those 50 and … Continue reading →
For the last several years, I’ve been tasked with investing my clients’ assets to better their financial futures. While I believe in capitalism and that private investment tends to direct money more efficiently to profitable business opportunities than does the … Continue reading →
I’ve had several clients and friends ask my thoughts on how the election results may affect their security portfolios. I’ll try to avoid my personal thoughts on the two major party candidates given the toxic nature of political discourse … Continue reading →
The recovery in equity and bond markets during the second quarter was almost as dramatic as the crash during the latter half of the first quarter. Unprecedented monetary and fiscal stimulus programs coupled with numerous promises of Covid-19 vaccines, improved … Continue reading →