Steve
It's Happening...
It's happening again. Sure as the sun rises when financial markets perform well investors begin to throw extra money at stocks and...
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Steve
May 162 min
Social Security - Will There Be Any Left For You?
Good News!!! The Social Security Administration released its annual trustees' report last week which noted the trust that funds social...
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Steve
Apr 181 min
Thank You!
A few days ago I was reflecting on my years as a financial planner, what I had learned, and how I've used prior client conversations to...
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Steve
Mar 72 min
Bitcoin Is Back In The News!
Bitcoin is back in the news as it recently exceeded the prior all-time high of $68,992 set in November of 2021. Indeed, it was less than...
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Steve
Feb 142 min
Diversification - A Free Lunch? Or a Stolen One?
Diversification has been called "the only free lunch in investing:" By investing in a basket of less-than-perfectly correlated assets, an...
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Steve
Jan 163 min
A Silver Tsunami?
As 2024 begins and financial journalists and pundits the world over give their opinions on what the coming year holds it seems important...
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Steve
Dec 8, 20232 min
Wowza!
What a November! The S&P rallied nearly 9% as stocks charged higher the first of the month and never looked back. Investors, after...
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Steve
Nov 10, 20231 min
What's Going On In The Market?
The S&P 500 fell 2.2% in October. At its late month worst, the index was down nearly 11% from its summer highs. My repeated warnings...
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Steve
Nov 10, 20232 min
Are You REALLY Getting All Of Your 401(k) Match?
It's that lovely time of year again - leaves are falling, the first flakes of snow are drifting by and holiday cheer is making its way...
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Steve
Oct 20, 20231 min
What's Going On With The Market?
Despite the nicely positive year the S&P 500 fell 4.9% in September as my summer warnings of at least short-term trouble for stocks seem...
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Steve
Oct 19, 20232 min
The Market Was Talking Earlier This Year
An old Wall St. joke is that economists have predicted nine out of the last five recessions. And, for what seems like forever now,...
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Steve
Sep 15, 20232 min
Dr. Ian Malcolm
In 1993 Universal Picture released the sci-fi action thriller, Jurassic Park. I was in middle school. I can still remember a classmate...
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Steve
Aug 17, 20232 min
Does Matt Foley Need To Pay You a Visit?
Let's spend a little time this month talking about how your investment portfolio is doing. In particular, I want to speak to those who...
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Steve
Jul 17, 20231 min
Market Update
Last month I spoke about "migration" and the idea that investors were warming to the idea that the S&P 500 had struck a bear market low. ...
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Steve
Jun 12, 20231 min
Trade What You See, Not What You Think!
The S&P 500 eked out a tiny gain in May as investors watched for the latest debt ceiling headlines. May 17 and 18th proved pivotal days,...
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Steve
Jun 8, 20232 min
Migration
Denial. Migration. Panic. Smart investors reflect on these three words constantly and evaluate both their own thought processes and...
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Steve
May 12, 20232 min
The Debt Ceiling and Your Investments
For those unaware, the United States looks set to once again hit its "debt ceiling" sometime this summer. What is the debt ceiling,...
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Steve
Apr 10, 20232 min
The Wit & Wisdom of George Constanza
As a financial planner that speaks with investors and other advisors every day, I sometimes get a unique look into the current psyche of...
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Steve
Mar 10, 20232 min
The All Clear Echo
I'll say it - it's been an interesting 18 months in financial markets. As the old Chinese proverb says, "May you live in interesting...
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Steve
Feb 14, 20231 min
A Little Market Talk
Led by beaten down "momentum" names, stocks rallied sharply in January with the S&P 500 adding 6%. While things looked relatively grim...
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