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What the Crashes of Netflix and Facebook Tell Us
(Main Content/blog)
... the Federal Reserve in March raised the benchmark federal funds rate for the first time since 2018; Wall Street expects the central bank to continue raising rates aggressively through this year and perhaps ...
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Market Turmoil Brings Buying Opportunities
(Main Content/blog)
... traded at 72 times earnings late last year, recently traded under 50. So the market's selloff has clearly created opportunities. There may very well be more volatility ahead. But right now, big, durable ...
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A Bad Time to Be Over-Diversified
(Main Content/blog)
... over time while keeping you on track to meet your growth goals. Then there's what we call di-worse-ification, a situation where an investment portfolio has so many stocks that the result is unnecessary ...
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A Big Market Shift is Underway
(Main Content/blog)
... to the sometime-in-the-future cash flows of the highflying tech names. The stocks poised to benefit from the rotation are less sexy for sure—think banks and insurance companies instead of electric cars. ...
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Time to Make a Shopping List
(Main Content/blog)
... short-term setbacks. "Time heals all wounds" is an apt saying not just for our emotions but also for the stock market. The fact that the market rewards the patient doesn't mean you should ignore your ...
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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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How to Invest for Inflation
(Main Content/blog)
After years of ultra-low inflation, costs are rising at their fastest rate since 2008. The poster child this time around is lumber, where prices have risen more than 85% this year and 280% in the past ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
... the stock market, which makes this a good time to review your investment portfolio. As Treasurys' yields rise, so does their attractiveness as a safe alternative to stocks. That can create volatility in ...
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The Stock Market Rotation is Here
(Main Content/blog)
... 70 times the company's earnings, and Apple is trading at 31 times. Compare that with big Dow Industrials names UnitedHealth, trading at 22 times earnings, and Goldman Sachs, at a mere 13.5. Having ridden ...
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What the Democrats' Win Means for Stocks
(Main Content/blog)
... agenda for the first time since 2011. The major stock market indexes are signaling enthusiasm. Six days after the Georgia election, the S&P 500 and the Dow Industrials were both up 2%. The Nasdaq index ...
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Use Tax Planning to Grow Wealth Faster
(Main Content/blog)
... approaching, now's the time to pull the levers that enable you to do just that. Here are some tax-planning strategies you should consider implementing. 1. Give stock, don't sell it. Selling a large taxable ...
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Vaccine News Shakes Up the Market
(Main Content/blog)
... health crisis. But what does that news mean for your investments? If you've loaded up on stay-at-home stocks—such as e-commerce, teleconferencing and streaming entertainment companies—it may be time to ...
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President Trump's Coronavirus Diagnosis: Market Impact
(Main Content/blog)
... a highly contagious airborne disease, and with the timeline of a vaccine unclear, social distancing will remain a key line of defense. A widely predicted second wave of infections in the fall would only ...
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What the Elections Mean for Your Investments
(Main Content/blog)
... in by the time it happens. Furthermore, neither presidential candidate will be able to make sweeping changes unless they control the presidency, the Senate and the House of Representative. And markets ...
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Raise Cash, Look for Opportunities
(Main Content/blog)
... why I believe it's time to raise cash and look for companies that offer immense value, but that the market has left behind. The bull market that followed the mid-March lows has been led by big companies ...
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Be Very Careful Here
(Main Content/blog)
... For now, keep cash available for opportunities that could come at any time. Be patient. Even Warren Buffet, one of the greatest investors of all time, recently said that he doesn't see anything worth ...
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Fear Means Opportunity
(Main Content/blog)
The stock market has been all over the place for the past seven weeks thanks to the shockwaves set off by the coronavirus – and it isn't likely to settle down anytime soon. While stocks have been climbing ...
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What to Do Now
(Main Content/blog)
... a domino effect that will drive down corporate earnings. And they're probably right. In times like this, consumers' fear can become self-fulfilling as they stop spending money, which hurts businesses, ...
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Iran Tensions and Your Investments
(Main Content/blog)
... offensive against Iraq. This time, the market action would come in the 11th year of a bull market, with stocks at record levels; this could make a drop especially sharp. Is the scenario a worst-case ...
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How to Lose Money in the Stock Market
(Main Content/blog)
Is it time to get out of the stock market? That's a question that many people are asking as the longest-ever bull market rumbles toward its 11th year. But the question is the wrong one. If you're a serious ...