It’s the end of the world as we know it, and I feel fine…” should, in my opinion, be the motto for 2024’s US economy, and corresponding stock market performance.
It goes without saying, 2023 was an interesting year. Whether it was the Magnificent Seven stocks propping up the stock market, the Fed’s relentless interest rate hikes, consumer debt hitting all-time highs, Middle East unrest, or the threat of a...
For investors who were 100% invested in equity and fixed income markets, this month was great with a 8-10% rally. Yet if you turn back the clock one month to October that same investor would have been taken for a...
I want to draw a point of similarity to the 2000, 2001, and 2002 market decline – all led by the Nasdaq’s surge in the late 90’s. In looking at the stock market’s growth during 2021 & 2023 much of...
Turn on any news outlet, read any newspaper, or scroll through an online news publication and you are bound to find someone talking about the slow down in the real estate market. In fact, I just read headline that new...
What does your Individual Retirement Account (IRA) look like? Do you have one? Is it time to roll over your Employer Sponsored Plan into an IRA account? These are legitimate questions you need to be asking yourself. As retirement inches...
I am constantly amazed with the number of times I scroll through some social media feeds and see someone talking about how they flipped a property, used the BRRRR method, or use their vacation property as short term rental. It...
Imagine it is 2007 and your portfolio growth is beginning to slow. You have no reason to believe your account balances will drop over the coming years, so you stay the course with your current strategy. Then the market begins...
Defining risk tolerance can be overwhelming, confusing, and an art rather than a science. Once a risk tolerance label is assigned the investor has to agree with the prescribed label for a defined period of time. Unfortunately, it takes the...
Look it up. Seriously! Search “What is Investment Management” in the search engine of your choice. The first ten articles in the search results seem to vary on the definition with a few similarly stating that it is the process...