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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...
Steve
Oct 20, 20231 min read


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,...
Steve
Oct 19, 20232 min read


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...
Steve
Sep 15, 20232 min read


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...
Steve
Aug 17, 20232 min read


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. ...
Steve
Jul 17, 20231 min read


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,...
Steve
Jun 12, 20231 min read


Migration
Denial. Migration. Panic. Smart investors reflect on these three words constantly and evaluate both their own thought processes and...
Steve
Jun 8, 20232 min read


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,...
Steve
May 12, 20232 min read


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...
Steve
Apr 10, 20232 min read


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...
Steve
Mar 10, 20232 min read


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...
Steve
Feb 14, 20231 min read


Twinkies & Bullets
My wife informed me that the last few blogs have been too "data heavy" (I think this is her way of saying "boring") so I figured what...
Steve
Feb 10, 20232 min read


What's In The Secure Act 2.0 For You?
On December 23, 2022 as part of the Consolidated Appropriations Bill, the SECURE Act 2.0 was passed. Recall the original SECURE Act...
Steve
Jan 11, 20232 min read


The 2008/2022 Stock Market Analogue
Lately I've seen the chart above making the rounds and warning investors that a stock market crash is looming. Notice that big drop in...
Steve
Dec 15, 20222 min read


The Times, They Are A'Changin
In 1964 Bob Dylan recorded his classic, "The Times, They Are A-Changin'." While Dylan wrote the ballad as a protest and an attempt to...
Steve
Nov 15, 20222 min read


Your Mental Time Horizon, And Why It Matters
Earlier this month I attended a presentation by Dr. Sarah Newcomb, a behavioral economist with Morningstar. Dr. Newcomb presented...
Steve
Oct 19, 20222 min read


Your Financial Plan & Apollo 11
Gerontologist and best-selling author Ken Dychtwald likes to compare planning for retirement to space travel - saying it's a long journey...
Steve
Sep 14, 20221 min read


Indecision
Stocks, as measured by the S&P 500, ripped 9% higher in July as investors began to anticipate a "pivot" by the Federal Reserve on...
Steve
Aug 18, 20222 min read


Investing Based on Headlines
Holy Toledo, Batman! According to this July 4, 2022 article JP Morgan (a bank everyone has heard of) says oil prices could surge 240%!!!...
Steve
Aug 15, 20222 min read


The Perfect Time
Getting started implementing a financial plan (or making updates to an existing plan) can be, well, something you want to delay. Am I...
Steve
Jul 8, 20222 min read
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