Meme Stocks Reversion
As the pandemic dragged on, some people tried new hobbies like baking bread, binge watching Tiger King, and day trading certain meme stocks.
Week in Review: Stocks Positive First Week of August
The first week of August ended up being another winning week for the stock market, though it wasn’t an east feat.
Mixed Market and Economic Signals
Recent reports on U.S. Gross Domestic Product for the 2nd quarter confirmed that the economy shrank in the first half of the year. Now what?
Investors Benefit as Corporate Earnings Adjust to Inflation
Obviously high inflation continues to be a major problem. Not only does it impact consumers’ wallets but it also has wide-ranging implications for corporations, the broader economy, and investment portfolios.
Retirement Strategy Has Changed. Has Yours?
There was a time when you’d have a nice pension at the end of your working years. Now, of course, pensions are not as common, though you certainly have more retirement plan options available to you.
Week in Review: Solid Gains
Headlines that reinforced a slower growth environment were persistent this week, but just as persistent – or resilient we should say – was the stock market.
When Market Timing Fails
In a year like this, when everything seems to be going south, it’s tempting to want to get out of the market completely.
2nd Quarter 2022 Newsletter
We’ve enclosed our 2nd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
Week in Review: Stocks End Week on a Rebound
The stock market endured another volatile week that began with three days of selling and ended with a rebound that lifted the S&P 500 off its lowest level in nearly four weeks.
Crypto Chaos
It’s been a bad year for just about every investable asset class on the planet. But, it’s been particularly bad for cryptocurrencies. Two of the more well-known digital coins, Bitcoin and Ethereum, are down -58% and -70% year-to-date. The fall has been nothing short of breathtaking.
Market Valuations Are More Attractive
As the economy responds to inflationary pressures, investors continue to struggle with violent, daily price swings across the stock market. This level of market volatility can be disorienting for even the most experienced investors, and some may even want to wait it out on the sidelines.
Record Gas Prices Affect Inflation and Consumers
Energy prices have been a major factor driving inflation higher this year. The strong economic recovery and the war in Ukraine have boosted the demand for energy at the same time that supplies of oil and natural gas have fallen.
2nd Quarter 2022 Market Review and Commentary
Please find enclosed our quarterly market review and commentary for the 2nd quarter of 2022. We hope you find it helpful.
Financial Scams Targeting Seniors Increasing
June is elder abuse awareness month, and I recently watched a presentation from Schwab’s fraud & risk management team on the growing trend of scams against the elderly.
Have Tech Giants Been DeFAANGed?
Investors expecting FAANG1 stocks to continue the extraordinary performance of recent years have undoubtedly been disappointed by their returns in 2022 (see Exhibit 1).
