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Friday, May 10, 2024

In general, if an investment is no longer attractive, it should likely be sold. Yes, we should consider the capital gains tax (assuming it is a non-qualified position), but the potential tax should not dictate. Influence? Yes. Dictate? No.

Thursday, May 9, 2024

In this month's review of the stock market, we discuss April's correction and whether or not we believe the stock market shifted back into a bear market. We show you one indicator that suggests that the uptrend is still in tact. We...

Tuesday, April 2, 2024

Bonds are continuing to struggle. As a result, if you are counting on bonds' supposedly lower volatility to dampen the volatility in your portfolio, your disappointment might continue.

Thursday, March 28, 2024

Here is some good news as we head into Good Friday.

Thursday, February 29, 2024

We could see a return to a stagflationary environment, like what the country experienced in the late '60s and through the '70s. Are you prepared for that?

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Friday, February 23, 2024

We were asked to give an Economic Update to a local staffing firm's clients of Chief Financial Officers and CPAs.

Friday, February 16, 2024

The Japanese economy apparently fell into a recession in 2023. Does that matter?

Friday, February 9, 2024

When we look underneath the surface, we see good signs.

Monday, January 15, 2024

If you MAIL estimated payments to the IRS, you might want to pay another way.

Thursday, January 11, 2024

We dispel the claim that inflation is "very high".

Thursday, January 4, 2024

In Part 2 of our Monthly Market Monologue, we review a few economic data points, including the jobs report that came out this morning. While some are predicting a recession (still), we see economic data that suggests the economy is...

Tuesday, January 2, 2024

In this first installment of our Monthly Market Monologue, we review the key indices' performance for 2023. Since the S&P 500's return for 2023 looks impressive, we (once again) do the math to show that this index's return came as a...

Friday, December 8, 2023

In this week's short video, we take a quick look at a couple of key year-end tax reminders. If you are required to take a distribution from your qualified plans, there are some important considerations you should keep in mind. There is...

Friday, December 1, 2023

In this month's market review, we review the recently revised Gross Domestic Product stats - they were revised UPWARD! We discuss the fact that we have seen a lot of positive economic surprises. Yes, the yield curve is still negative....

Monday, November 27, 2023

While we like what we see underneath the surface, today's video shares one concern that we have as the year end approaches: tax loss harvesting. Many in the industry still advocate for "tax loss harvesting". While we think the practice...

Tuesday, November 14, 2023

As we approach Thanksgiving, we thought we would share a simple idea for how you can teach your children and/or grandchildren to live generously.Special thanks to Ron Blue and Kingdom Advisors for sharing this idea many years ago...

Friday, November 10, 2023

Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more knowledge because you need to ensure that you meet all the military's qualifications and that you are...

Friday, November 3, 2023

In this month's episode, we review the impact that The Magnificent 7 have had on the S&P 500's return. The reality is that the vast majority of stocks are negative for the year. This is NOT a bull market.However, based on how November...

Monday, October 23, 2023

While it is still too soon to tell if we are headed right back into a Bear Market, the data suggests that the bear has re-awakened. He's currently stretching and trying to determine if he is going to lay back down, or get up and go get...