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Tuesday, January 11, 2022

In last month’s newsletter I shared my 2022 market forecast, in which I called for a year of stock market growth in the range of 5 to 15%. While I stand by that forecast, recent statements by the Federal Reserve have reinforced...

Monday, December 20, 2021

Volatility returned to the stock market in late November and is likely to remain in place the rest of the year. A variety of issues have made investors nervous as 2021 winds down. What will it mean for the markets and your portfolio in...

Thursday, November 11, 2021

As the end of year approaches, I wanted to share this whitepaper that highlights how to "Win-Win with Tax Free Gifting" and provides and overview of Qualified Charitable Donations. Charitable Giving

Wednesday, November 10, 2021

So much for “The October Effect”. The idea that stock market crashes are common in October was not only rejected by Wall Street last month, but completely reversed. After falling by about 5% in September, the market...

Wednesday, October 13, 2021

Last month, I identified several issues that could shake up the markets this fall, and they’ve been shaking them. However, new issues have also emerged. Entering September, the stock market was on a seven-month winning streak and...

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Tuesday, September 7, 2021

The Summer that began with so much optimism is coming to an end. While Wall Street is still clinging to optimism, its grip may be severely tested this Fall. A host of issues have emerged that could impact all the financial markets just...

Friday, August 6, 2021

Through much of July, the financial markets seemed as confused about the future of the economy as the rest of us were about the coronavirus. Investors seemed giddy with optimism one week, wary the next week, then giddy again....

Friday, July 30, 2021

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Thursday, July 15, 2021

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Friday, July 9, 2021

We’re halfway through the year already, and in some ways the second half of 2021 is poised to be dramatically different than the first. That’s because the “return to normal” that began at the start of this year...

Wednesday, June 30, 2021

Tuesday, June 15, 2021

Monday, June 7, 2021

In last month’s newsletter I talked a bit about brewing inflation fears. Those fears increased in May as prices continued to do the same. That triggered some stock market volatility and a lot of debate about whether inflation...

Thursday, May 6, 2021

What a difference a year makes. At the start of May 2020, the stock market was struggling to crawl out of a deep crater triggered by the onset of the Covid-19 crisis. By May 1st it was only halfway back. Meanwhile, the economy was...

Monday, April 5, 2021

Credit spread compression helped dramatically minimize the negative impact of rising interest rates for income investors in February. As long-term rates rose higher in March, income investors continued to benefit from the natural...

Wednesday, February 10, 2021

Though the challenging year of 2020 finally ended, the first month of the New Year was no big improvement. As expected, coronavirus case numbers continued to rise, and the long-awaited vaccine rollout was fraught with problems....

Tuesday, January 19, 2021

Happy New Year! Believe it or not, in just two months we will be a full year into the coronavirus pandemic, and all the chaos and uncertainty it has wrought. By that time, we may have a clearer picture about how things are going to...

Monday, November 9, 2020

By the time you read this, we probably still won’t know for sure who the president will be for the next four years—and we may not know until Thanksgiving or Christmas. What will the answer mean for the financial markets? No...

Tuesday, October 6, 2020

September was a rocky month for the stock market and may have offered a stark preview of what the final weeks leading up to the presidential election will be like for Wall Street.Towards the end of the month, both the Dow Jones...