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Fighting Temptation in a Volatile Market
(Main Content/blog)
... game. Remember, to get out near the top but also get back in near the bottom, you need to guess right twice. Sure, you might get lucky a time or two, but more often you'll lock in a loss by selling and ...
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Understanding the Fed’s Rate Hikes and the Market
(Main Content/blog)
... that the worst of inflation will soon be behind us, if it isn't already. The producer price index, which measures how much businesses pay for the things they need, fell .1% in August. Drops in so-called ...
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When Will Stocks Get Back in the Black?
(Main Content/blog)
... has fallen 30%. When will it end? Markets don't break out of their funk for no reason. They need a catalyst—like strong corporate earnings, or interest-rate cuts, or, to cite a recent example, the approval ...
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What the Crashes of Netflix and Facebook Tell Us
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... Netflix had crashed 69% from its highs, and Meta (as Facebook's parent is now called) had plunged 34%. These two stocks' fall should be a wakeup call, if any were still needed, for long-term investors: ...
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A Bad Time to Be Over-Diversified
(Main Content/blog)
... investment portfolio, to ensure you're confident in the sectors and individual stocks you own, to add names where you need to, and to potentially cut loose those you're not as confident in. Over the next ...
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When Will Stocks Rise Again?
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... to work because of the virus, and not needing to rush back to work because of unemployment benefits. Economists say unemployment could start to drop in the fall. And the added manpower could make companies ...
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How to Invest for Inflation
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... But you need to be smart about choosing which advisor to work with. As I wrote a few years ago, most advisors are actually brokers, who are legally permitted to place their financial interests ahead of ...
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Rising Inflation and Interest Rates: What to Do
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... companies, especially those that might pay a dividend. Think insurance companies, banks energy companies, for example. If you need to do selling within taxable accounts, do not delay doing it because ...
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Vaccine News Shakes Up the Market
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... to pass another round of economic stimulus within the next few months. That would give consumers and businesses a needed boost as the pandemic continues to drag on the economy. Stay-at-home stocks, from ...
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President Trump's Coronavirus Diagnosis: Market Impact
(Main Content/blog)
... Politically, it's suddenly become much harder to ignore the impact of the virus and the need to respond. On the other side of this coin, I would warn investors about falling into value traps. Stocks ...
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Capital Gains Tax Hike a Possibility
(Main Content/blog)
... would need a clean sweep in the November elections to implement Biden's plans. Whether that will happen is unknowable. The important thing for investors is to plan for the possibility. Should power change ...
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Fear Means Opportunity
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... based on expected earnings will be flying blind. But you don't necessarily need to know what a company's earnings will be in the next quarter or two to know that it's worth investing in. The key is to ...
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What to Do Now
(Main Content/blog)
... for the U.S. shale oil industry, which needs relatively high prices in order to keep repaying its high levels of debt. Stocks have been selling of because investors believe these two events will create ...
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The Coming Corporate Debt Cliff
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... Bear in mind that any investment decision needs to fit your long-term goals, your level of risk tolerance and other factors. Please consult your financial advisor for professional investment guidance. ...
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Progress in the Trade War
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... intellectual property protections and copyright and trademark issues still lie ahead. But as I wrote in May, both the U.S. and China ultimately need to get a deal done. Trump, who is now facing ...
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Time to Invest Smarter
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... headlines, and how you might respond as an investor. The spoiler is this: There's no need to panic, but it's increasingly necessary to be thoughtful and selective in choosing stocks. Here's some of the ...
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Don't Sweat the Trade War
(Main Content/blog)
... the market had become too complacent, assuming that a trade deal would happen and ignoring the risk that talks would run off the tracks. Our countries' trade dispute needs to be settled, both for reasons ...
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Reaching Your Goals Vs. Spinning Your Wheels
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... need to save, and how you need to invest it, so that you can successfully fund the goal. It's critical though, that you work with a qualified financial advisor. Literally anyone can hang out a shingle ...
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The Biggest Mistakes Investors Make
(Main Content/blog)
... could up paying $3,000 in taxes and early-withdrawal penalties. Worse, the lost compound-interest opportunity on that $10,000, over 40 years, could be about $450,000. If you need money between jobs, there ...
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A Smart Investing Move to Start the Year
(Main Content/blog)
... to stocks. The solution in such cases is to sell stocks and use the proceeds to buy bonds. There's no need to go overboard with rebalancing; generally once a year is enough, and it's rarely necessary ...