Market Continues to Face Pressure
While the S&P is just now officially entering ‘correction’ territory, dropping more than 10% from a recent high, stocks under the surface have been absolutely pummeled. While you may not keep up with many of these nuances, I find it fascinating to see stocks...
Dart Throwing is Over
I first entered the business at the height of the dot-com boom. Admittedly, I came into the business with a competitive advantage as I had just left a failed tech startup that I was involved with during my college career and knew that most publicly traded tech...
Volatility, CPI & Housekeeping
The month of January will go down as one of the most vicious on record for the general markets. As I had previously written regarding the 3 standard deviation move, at one point the S&P 500 was down more than 11%, with the NASDAQ falling more than 17%. Such...
3 Standard Deviations…Wowzer
As I write this the S&P 500 is down 9.80% for the month of January. I was curious as to just how extreme this was, so I decided to plot the monthly returns since January 2000. On average, the S&P 500 gained .49% per month with a standard deviation of 3.79%....
After 20+ Years…
I have now been a financial advisor for over 20 years. This is fascinating to me, as many people these days don’t remain in a career for 5 years, much less 22. I absolutely love what I do and have a passion for helping people and grappling with markets on a daily...
Buckle Up!
Sometime around 2012, I was 50lbs heavier than I am today and something had to change. In theory the process was really quite simple; however, application of said process was awful. It began by eliminating most of the foods I was consuming each day. Bread gone....
Santa or the Grinch
The famed Santa Claus rally was a term coined back in the 1970s when stock analysts began noting a seasonality trend which coincided with holiday shopping and increased consumer spending. Considering it takes years for a trend to develop, this makes perfect sense...
Emerging Profits
Famed investor Peter Lynch often discussed his basic principle of investing in companies you’re familiar with. Credited with leading the Fidelity Magellan mutual fund on a multidecade, above average performance streak, it was even rumored Lynch would add stocks his...
That Darn Inflation Train
Markets seem to be rounding out 2021 swimmingly. Tech heavy S&P 500 is trading higher by more than 20% and we’re even starting to see some life out of diversifying asset classes such as emerging markets, international and, don’t look now, but even gold seems to be...
Raising the Caution Flag
For many years it has been difficult to remain bullish. We have faced political uncertainty, deficit and debt concerns, meteoric valuations as well as trade and tariff wars. Throw in a 35% market decline on the heels of Covid and one may actually ponder the sanity...
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