Retail Sales Prove Resilient
Retail sales reported better than expected results into a downtrending market. Something has to give; how will theses trends effect your portfolio…
Will Covid-19 Kill the Current Market Rally?
Last Week's Market Headlines: Covid-19 Infections, Hospitalizations, & Deaths… All on the Rise President Orders Workers to Get Vaccinated or Face Weekly Virus Testing… But will the Mandate Survive the Courts? Major Airlines Concerned about another Pandemic Beating Down Their Future Bottom Lines Federal [...]
New Trade War Anxieties Lead to Increased Volatility
Monday Morning QB – Market Observations:Volatility Returns to the Stock Market as a China/U.S. Trade Deal Takes a Major HitMonday’s Trade War Escalations from both the U.S. and China Lead to the First 3% plus Market Decline of 2019Turnaround Tuesday takes Away Some Investor [...]
June Momentum Continues for Stocks
Monday Morning QB – Market Observations:Momentum putting Stocks on Pace for Best June in 50 YearsFederal Reserve Readies a More Accommodative Approach…A July Rate Cut is in the AirHope and Enthusiasm Prevail ahead of Trade Talks between Presidents XI and Trump…Let’s Keep the Momentum [...]
Can You Invest Like Warren Buffett?
Warren Buffett “Oracle of Omaha” – Three Tips to Investment Success!Can We Invest Like Him?Every year around the Berkshire Hathaway annual meeting, the investing world pauses to listen to the wisdom of Warren. And why not, he is brilliant and willing to share some [...]
The Financial Weed Round Up Method
How to Go From Debt to Savings in the Least Amount of Time It’s that time of year; the annual lawn and flower bed beautification ritual to create the clean, crisp, weed-less yard for you and your neighbors to enjoy. Like most things in [...]
‘Tis The Season for Tax Loss Harvesting
The holiday season is now in full swing. So what better time for a discussion about your potential 2019 tax bill. Or more appropriately, how to avoid paying additional taxes. We will assume most investors would rather pay less in taxes than more. “Tax [...]
9 Reasons to Avoid Mutual Funds
Let me start by saying this: not all mutual funds are bad. However, it takes effort to decipher the good from the bad. The financial industry has done an excellent job of selling the ease of investing in mutual funds and an even better [...]
Free Tax Return Service – Really?
From an early age, we are taught that “nothing in life is free.” So, naturally, when people started asking about filing their taxes for free online, the hair on the back of our necks stood up. Companies offering these services, Intuit, HR Block, and Credit [...]
Ignore the Headlines: Buy the Dips
One of the first rules of successful investing is to pick a management style that makes sense to you, and then to stay with it, even when other styles are outperforming. This either sounds easy or stupid; Easy, because if you feel you have [...]
