The Blog

Elections, Elections, and More Elections

Yes, more election stuff. With the stage set for the presidential election in November, it’s natural to be concerned about the impact of politics on the stock market and economy. After all, the 2016 presidential election resulted in large market swings and the political climate is even more polarized today. Continue reading

September 18, 2020 Weekly Market Recap

It was another bad week for the mega-cap stocks, but some rotation into cyclical and value stocks did limit the index declines. The S&P 500 (-0.6%) and Nasdaq Composite (-0.6%) both lost 0.6%, and the Dow Jones Industrial Average (-0.03%) finished just below its flat line. The Russell 2000 rose 2.6% in a catch-up trade. Continue reading

Elections Matter, But Not So Much To Your Investments

Election years can be fraught with uncertainty as developments surrounding the candidates, their platforms, and their predicted effects on the economy and markets dominate the news. But should you let this stream of political information influence how you and I manage your investment portfolio? Continue reading

Can the Economy Recover Without More Government Stimulus?

After last week’s failed Senate vote on a new pandemic stimulus bill, negotiations between the White House and Congress appear to have stalled. Although the stock market has fully rebounded and the economy is recovering from the nationwide COVID-19 shutdown, not all consumers and businesses have fared equally well. Continue reading

Time to Refinance Your Mortgage?

Mortgage refinancing is a topic that is coming up in almost every client meeting these days. Mortgage rates are dramatically lower than they were even 6 months ago. Not to mention mid to late 2018, when rates were at 4.5%-5.0% for well-qualified buyers (unfortunately, this was right when my wife and I bought our first home). Continue reading

Is There Another Tech Bubble Bursting?

I could certainly be wrong, but I don’t think there is a “Tech Bubble” nor is it bursting. The stock market has hit a serious rough patch with high-flying tech stocks facing pressure over the last few days. This is the first period of major volatility after the bear market crash earlier this year. Continue reading

September 4, 2020 Weekly Market Recap

The market’s August momentum bled into September to start the week, as the S&P 500 notched its 22nd record close of the year, but profit taking in the mega-caps and growth stocks ultimately took the major indices sharply lower by week’s end. Continue reading

August 28, 2020 Weekly Market Recap

This was the fifth straight weekly gain for the S&P 500 and Nasdaq Composite, which ended the week higher by 3.3% and 3.4%, respectively. Both set new record highs while the Dow Jones Industrial Average turned positive for the year with a 2.6% gain. The Russell 2000 increased 1.7%. Continue reading

The Real Lesson of 2020: Fortitude

As long-term investors we understand that financial markets can behave unpredictably over the course of days, weeks and months. How an investor reacts to this short-term uncertainty can play a significant role in whether they achieve their financial objectives. Continue reading

August 21, 2020 Weekly Market Recap

The S&P 500 added 0.7% this week while the Nasdaq continued its show of strength, rallying 2.7%. The Dow underperformed, ending the week unchanged. Continue reading