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Understanding the Fed’s Rate Hikes and the Market
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... 3.25% in just seven months. These developments are a reminder that one good reading, whether it's on inflation or economic growth or any other financial data, does not make a trend. I continue to believe ...
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Better Inflation News Spells Opportunity
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Last month, I wrote that good news on inflation could be the catalyst that gets the market moving. Well, that good news materialized on August 10: Inflation rose 8.5% in July, down from 9.1% the previous ...
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Is the Next Stock Market Catalyst Taking Shape?
(Main Content/blog)
In last month’s blog, I explained that good news on inflation could serve as the catalyst to break stocks out of their long slump. Well, the latest inflation data, issued on July 13, are the opposite ...
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For Investors, the Shoe Has Dropped
(Main Content/blog)
... is down 18%, while the Nasdaq Composite is off by a stomach-churning 27%. The Dow Jones Industrial Average looks "good" by comparison—it's only given up 14.5%. After years of the markets flying high, ...
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What the Crashes of Netflix and Facebook Tell Us
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... It's a good bet that more high-flyers will fall, and investors who determine the point at which their price becomes attractive based on their earnings could be rewarded. Meanwhile the market is rewarding ...
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A Bad Time to Be Over-Diversified
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... their total holdings. That can make it hard for them to buy promising small-cap stocks, which typically have the most runway to grow. The bottom line: Now is a good time to take a fresh look at your ...
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A Big Market Shift is Underway
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The past several weeks has offered a good example of the effect that Federal Reserve decisions can have on the markets. With the central bank beginning to slow down the bond-buying that has helped support ...
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Higher Interest Rates Could Hammer Stocks
(Main Content/blog)
... overheated economy and start to bring prices of goods and services back down. But what effect would rate hikes have on stocks? While there are many variables, it's quite conceivable that stock prices could ...
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How to Handle the Market’s Volatility
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... Hang on to good investments unless there's a compelling reason to sell, and look for opportunities to buy future winners. Please give us a call if you'd like to discuss your investments. ...
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How to Handle the Market’s Volatility
(Main Content/blog)
... Hang on to good investments unless there's a compelling reason to sell, and look for opportunities to buy future winners. Please give us a call if you'd like to discuss your investments. ...
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Where to Invest Now? It's Tricky
(Main Content/blog)
... securities. But despite generating good cash flows, MBS are very expensive right now. At this time last year, MBS funds could actually be bought at a 20% discount to their intrinsic value; now they're ...
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Will Biden Double the Capital Gains Rate?
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... and political donors, and are loathe to bite the hand that feeds. Furthermore, capital gains taxes apply to farms and family businesses as well as to investment gains—and it doesn't look good for politicians ...
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When Will Stocks Rise Again?
(Main Content/blog)
... before rising again. Inflation, the spread of a Covid-19 variant, or any number of factors could cause a big reversal, lowering stock prices and creating good bargains for investors with cash to put to ...
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How to Invest for Inflation
(Main Content/blog)
... buy just about every kind of good, and today it’s a behemoth. No one can identify the next Amazon with any certainty, of course. But investing in a number of less-mature companies with ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
... predicting that higher future prices of goods and services will make bonds' fixed income payments less valuable. Accordingly, bonds are trading at lower prices. Bonds' yields move in the opposite direction ...
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The Stock Market Rotation is Here
(Main Content/blog)
... even as the laggards make up ground. Many of the past year's fast growers are good companies whose price could resume appreciating over the long run, albeit more slowly than we've seen over the past year. ...
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What the Democrats' Win Means for Stocks
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... While the distribution of the highly effective vaccines is good news, the rollout has been disappointing. At the current rate, it will take an estimated three years to achieve so-called herd ...
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Use Tax Planning to Grow Wealth Faster
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... do it. 8. Update your beneficiaries. Now is also a good time to review the beneficiary information on all your financial accounts, from banks to insurance to investments. Life situations change all the ...
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Vaccine News Shakes Up the Market
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... and Apple are sitting on hordes of cash that they can deploy anytime. While they may lose momentum in the short-term, they're still good long-term investments. Meanwhile, it's worth looking carefully ...
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Raise Cash, Look for Opportunities
(Main Content/blog)
... in tech, communications and healthcare – sectors that were seen as good bets during a time of uncertainty. But having piled in and driven up prices, investors had already started rotating out prior to ...