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Update: 3/29/21

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Last week a handful of Chinese based technology stocks and American-based media stocks posted steep declines. The price drops of the hardest hit ranged from 23% to a massive 62%.  …

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Update: 3/22/21

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Late last year, and again in January, we looked at how the 2020-21 stock market recovery from the Covid-19 crash was tracking the 2008-2009 stock market recovery.  The similarities in …

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Update: 3/15/21

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At the beginning of March, we examined the recent bond market sell off and asked, “why you should I care?”  For pure bond investors, the answer is straight forward – …

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Update: 3/8/21

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Over the last two weeks we have seen a substantial increase in market volatlity, first downward then upward.  Talk of bubbles popping and major corrections on rising treasury yields seemed …

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Update: 3/1/21

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The market for US treasury bonds has been having a tough time of late. The yield on the 10-year note (which moves in the opposite direction of its price) started …

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Update: 2/22/21

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With stocks powering to new highs on an almost daily basis over the past few months, it seems like a good time to start asking questions such as: How long …

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Update:2/15/21

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Consideration for Managing Your 401k As You Switch Employers As financial planners, we often have our first encounters with clients seeking assistance as a result of major life changes: marriage, …

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Update 2/8/21

In News by admin

“People are too quick to accept conventional wisdom, because it sounds basically true and it tends to be reinforced by both their peers and opinion leaders, many of whom have …

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Update: 2/1/21

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GameStop and the January 2021 Short Squeeze “Buy low, sell high” Pretty straightforward, right? You buy something, wait for it to go up, and then when it does you sell …

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Update: 1/25/21

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A tale of two recoveries, revisited Back in mid-December, we presented a chart of QQQ (the exchange traded fund that tracks the Nasdaq 100 index) and showed how it was …