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How to Get Back into the Market
(Main Content/blog)
... now, but you're likely a lot more confident that it will be higher in five years. The important thing is that you have money in the market so that you benefit from long-term market appreciation. If you're ...
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Five Predictions for 2023
(Main Content/blog)
... impacts rates on mortgages, business loans and more, from next to nothing to more than 4%. And it did so in a hurry, squeezing two years' worth of rate increases into one year. The reason for the Fed's ...
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Putting the Market’s Drama in Context
(Main Content/blog)
... delivered great results in the past few years, but it's time to make sure they're still appropriate and that you're not taking on too much risk. While assessing individual holdings, it may also make ...
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Fighting Temptation in a Volatile Market
(Main Content/blog)
... get back in well after a recovery has started. If there were reliable ways to identify market tops and bottoms, professional investment managers would never have down years. Yet nearly 80% of actively ...
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Understanding the Fed’s Rate Hikes and the Market
(Main Content/blog)
... over the past 20 years. In the long run, patience pays off. ...
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Is the Next Stock Market Catalyst Taking Shape?
(Main Content/blog)
... of good news: Consumer prices rose more than 9% on an annualized basis in June, the worst reading in 41 years. But something interesting is happening. While the official data are still ...
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When Will Stocks Get Back in the Black?
(Main Content/blog)
... bad news, stocks that can potentially deliver robust appreciation over many years are effectively on sale. Market selloffs are indiscriminate: Scared investors tend to sell off their quality stocks along ...
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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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Market Turmoil Brings Buying Opportunities
(Main Content/blog)
... years. In late 2021, price-to-earnings ratios for the NASDAQ were over 30; today they are closer to 25. Technology growth stocks have stumbled in large part because of expectations of higher interest ...
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A Bad Time to Be Over-Diversified
(Main Content/blog)
... risk without the benefit of higher returns. In fact, over-diversification can be a drag on returns. Imagine you bought Apple 30 years ago, when shares were still cheap, and held it; you'd have a massive ...
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Why I Don't Invest in Crypto
(Main Content/blog)
Cryptocurrencies have taken off. Just 12 years since the debut of Bitcoin, the first crypto, the total value of all cryptocurrencies has soared to more than $2 billion globally. That's more than twice ...
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Higher Interest Rates Could Hammer Stocks
(Main Content/blog)
Inflation is back. U.S. consumer prices rose 6.2% year-over-year in October, the steepest increase in more than 30 years, as a flood of cheap money surging met consumer demand and supply chain bottlenecks. ...
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Time to Make a Shopping List
(Main Content/blog)
... No one can say with certainty where the market will go from here. But stocks have gone more than 13 years without a major correction, so a pullback of 10% or more would not be surprising. But rather ...
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Will Biden Double the Capital Gains Rate?
(Main Content/blog)
... to soak farmers and family businesses. Biden, who spent 36 years in the Senate before spending eight more as Vice President, is the definition of a savvy politician. I believe he sees the capital gains ...
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When Will Stocks Rise Again?
(Main Content/blog)
... record high of 4,233, the S&P index has bounced around, mostly lower, for more than a month. The market won't stagnate forever—over the past 20 years, its annual return has averaged 11.6%. Every ...
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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)
... not a $1,520 monthly payment, at 4.5%, for example. And over 30 years, that higher-rate loan would add in excess of $100,000 to your total payments. Rising Treasury yields also have implications for ...
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What the Democrats' Win Means for Stocks
(Main Content/blog)
... 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
(Main Content/blog)
... your traditional IRA will trigger a tax bill—but the reason to do it now is that tax rates are at historic lows. Many experts believe that rates will rise, if not in 2021, then in the next several years. ...
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Be Very Careful Here
(Main Content/blog)
... be in for a second wave of the outbreak very soon. Some promising treatments are being developed for those who fall ill, but a vaccine is months if not years away. That all adds up to uncertainty for ...