We Just Had a Market Correction
On March 27, the Dow Jones Industrial Average officially entered correction territory (defined as a 10% decline from its peak) on the heels of the military conflict in Iran and…
Tax Planning Strategies We Implemented for Clients Last Year
How proactive tax planning can improve long term investment goals. Wondering how to lower your tax bill? The most effective tax planning strategies happen before year end. Coordinating investment decisions,…
Market Timing Mistakes: Why “This Time It’s Different” Fails
We’ve said before that the most dangerous four words in investing are: “This time it’s different.” Those words often signal the beginning of market timing decisions, when emotion starts to…
Investors are Fleeing to Cash and Gold
The S&P 500 has seen more than $10 trillion added to its market capitalization in just the past few months. Thousands of cash investors fled to stocks, seeking higher returns…
They Said This Time Was Different—Then Came the Tariffs
When last we left “As the Stock Market Turns” in early April, chaos was the order of the day on Wall Street—driven in large part by a wave of new…
In the Short Run, The Market is a Voting Machine
It’s been said that the stock market does not like surprises. The past few weeks have certainly reinforced that bit of conventional wisdom. It now seems clear that the market…
Can you pick market winners?
Looking back at the market or stock "winners" makes it seem easy to predict the future winners. But how easy is it really?
How did investment markets perform in 2024?
Few predicted 2024 would deliver another big year of gains for U.S. stocks. But it did. What sectors were the winners and losers? Read on.
Is the market too high? Focus on history, not headlines!
Have we reached a new market high that cannot persist? By focusing on history, we can see that 37 out of 37 times the market has recovered.
How will stocks perform after the election?
Will stocks perform better or worse after the presidential election? We explain what affects a stocks price in our latest blog.