Is This The Top of the Stock Market?

The S&P 500 recently closed over 3,000.  And many people are wondering if this is the top of the stock market?  At least one firm believes stocks are headed higher—much higher.   Podcast—What’s Happening Now: Is This The Top of the Stock Market? (3:40) We have been following First Trust Portfolio’s commentary for some time.  You […]

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2019 Mid Year Update – Wow!

The days have flown by, and it is time for our 2019 Mid Year Update. It’s hard to believe the year  is half over.  In today’s podcast, We’ll talk about how things did in the investment world and share some interesting facts.  Podcast: 2019 Mid Year Update (7:39) What’s On Your Mind? Do you have […]

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A Recession Knocking On The Door

If my inbox, the headlines, and the magazine covers are any indication, there is a recession knocking on our door.  How could that affect your accounts? And, what can we do?  That’s our topic for  this episode of What’s Happening Now. Listen Now: A Recession Knocking On The Door (6:16) What’s On Your Mind? Do you […]

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What Happens Next?

Last year was the first negative year (calendar year at least) in the US Stock market since 2008.  Are we in for a rebound or are we in for continued struggles? Most people are wondering what happens next.  We’ll look at some historical data to see if it offers any guidance about what we should […]

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Updating the Asset Allocation Quilt for 2018

Some years stocks go up.  And every now and then stocks go down.  And  one of the best ways we have found to help visualize how various types of investments behave is by using the asset allocation quilt.  Each major asset class is assigned a color, and each year, the performance is ranked best to worst.  More […]

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Checking Our Crystal Ball

It is the time of year when we financial advisors look into our crystal ball and try to see what is going to happen next year.  If the big Investment Banks and brokerage firms can do it, why can’t we? Click on the video to watch. https://youtu.be/YS4e78yQPbQ As luck would have it, predicting the future […]

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Scoreboard Watching: December 2018

Scoreboard

The Dow Jones Industrial Average acts as a scoreboard for investors.  It provides an easy way for investors to tell whether the market has had a good or bad day.  But from time to time, investors need to recalibrate what those big moves mean.  After all, a 100 point move today doesn’t mean what it […]

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Extreme Volatility Returns: October 2018

Extreme Volatility

October was a difficult month for investors.  Both stocks and bonds declined during the month.  We also saw a return of extreme volatility in October.  Join us as we discuss how the investment markets performed last month. https://youtu.be/ouw7soYKic4 Extreme volatility returned in October after a fairly calm summer.  Nearly half of the trading days (10 […]

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3rd Quarter Investment Market Update

The third quarter was a mixed bag for the investment markets.  In this video we provide an update of how the investment markets did in the third quarter. https://youtu.be/zUUOyv8u7Rc Below is a “mini” version of our popular asset allocation quilt which details the results for various asset classes for the first three quarters, and year to date. […]

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