By Debra Taylor, CPA/PFS, JD, CDFA™ Investors cheered as the The S&P 500 was up >12.5% the past month. Previous big months have usually lead to better than average returns. Yes, during the tech bubble burst this didn’t work, but most other times the past 60 years have been rat …
Dear Friends, It finally happened. On Monday, June 13th, the S&P 500 Index moved into a bear market, finally closing 20% beneath the January 3 high. And then last week, the S&P 500 Index rebounded 6.46%, to bring the year-to-date return to -17.3%. Here are 5 things to know ab …
Dear Friends, After a late-month rally, we can say goodbye to the month of May, which now opens the door to June. Here’s the bad news, June is historically a weak month and it is actually the worst month of the year during a midterm year, down 1.8% on average. The good news though is …
Dear Friends, When the markets correct, it can be confusing and even frustrating. There are, however, opportunities in every market, if you move boldly and with thought. With that being said, below we review the Nine Key Opportunities that could be (or are) available for you. 1. Make your I …
Dear Friends, With the S&P 500 Index in correction territory (down more than 10% from the previous peak) investor anxiety levels are understandably elevated. The market faces a number of threats, including inflation, a hawkish Federal Reserve, soaring yields, and war in Eastern Europe. …
Dear Friends, We have hit “Sell in May” season, which has not been made any better by recent declines. That’s the time each year when Wall Street Strategists and financial media ponder what exactly investors should do during the next six months, which, for stock market per …
Twelve Questions to Ask When Interviewing A Financial Advisor Are you a fiduciary and can I get that in writing? Who is your custodian? What are your qualifications? What is your investment philosophy? Are there any limitations on the investments you will recommend? Can you stress test my p …
