The first six months of 2022 saw the largest 500 publicly traded US stocks (S&P 500) decline of 23.5% from its all-time high on January 3rd to the years low on June 16th. It ended the first half of the year down a total of 21.08% on June 30th. More noteworthy than the decline was [...]
The Cure is Not Worse than the Disease It seems the primary function of financial journalism is to terrify us out of ever achieving our financial goals by constantly shrieking about the market’s volatility. We’re being reminded of this almost hourly as the S&P 500 approaches “official bear market territory,” defined as closing 20% below its [...]
2020 Tax Documents & Mailing Dates...
Some clients have expressed concerns about the possible outcome of the upcoming election and I thought I would share some general comments that may be useful. It’s important to realize that the market continuously places odds on who will win and what that economic effect may be. You can only outperform if either, 1) your [...]
There have been a lot of developments with the information changing daily regarding the CARES Act that was passed last week...
Investing is meant to be long term and after enjoying 11 years of a bull market, the longest in US history, this week it has come to an end. As we officially enter this bear market...
2019 Tax Documents & Mailing Dates...
2019 has been a fantastic year and a year full of change...
