Newsletters
Your Prescription to Cure the “Down Market” Blues
The recent market correction has left many investors LITERALLY feeling ill. There’s ONLY one prescription for this sickness. Read on if you would like the cure!
Read MoreWhy Should You Diversify?
Recent market volatility has spooked many into asking about “getting out” of the market—right on the heels of many putting ALL their investment dollars in the US market! Both extremes are dangerous and should be avoided. Read on for some critical investment guidance.
Read More10 Things You Need to Know About 2018 Qualified Charitable Distributions
Ed Slott publishes one of the very best resources on the internet when it comes to IRAs. Today we highlight his recent insights on QCDs.
Read MoreThe Flat-Out Truth – Understanding Yield Curves
We often see the term “yield curve” bantered around by TV’s talking heads and in the financial press. Read on to learn all about what the yield curve is—and to gain perspective on its impact on equity markets.
Read MoreYear End Tax Planning – Have You Done Yours?
We are about a month and a half from the end of the year. That raises a VERY important question—have you reviewed your 2018 tax liability and taken steps to minimize it?
Read MorePredicting the Market – The Impact of Elections
Thankfully the annoying political ads are gone for another two years. But what sort of impact will the election results have on our portfolios? The astute reader already knows the answer—do you? Read on for some critical investment guidance.
Read MoreInvestor Education – Volatility Versus Risk
I believe that nearly 100% of your success as an investor is based on your ability to control your emotions and behaviors. Do you truly understand volatility versus risk? Read on for some insights that have the potential to save you from self-destructing your investment portfolio!
Read MoreOne Man’s Junk is Another Man’s Treasure – Understanding Buyers and Sellers
Despite what the talking heads try to get you to believe, there are NEVER more “buyers than sellers” or more “sellers than buyers” in the market. Each trade MUST have both a buyer and a seller—and both must believe that they are getting a fair deal at the time of the transaction. Efficient markets are real. In contrast, the talking heads’ version is FAR from real!
Read MorePrediction Season – Why the Pundits are Clueless
We have started the fourth quarter with a not-so-fun rollercoaster ride of stock prices. This has all of the pundits offering us their “wisdom” on what will happen next. News flash—they are all clueless! Read on to find out what you need to know.
Read MoreQuarterly Market Review – Third Quarter 2018
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2018.
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