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A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024

To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor market, it’s no wonder consumers are unsure about the overall health of the economy.

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GENERATION TO GENERATION

Imagine working a lifetime to not only save enough money to retire financially independent but also to support your family, especially children. Then you die. What do the courts do with your estate? Read More.

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With the assistance of Wealthvision, a sophisticated financial planning software program, I can help you with every stage of investing. Watch a video that explains how this sophisticated tool works by clicking here.

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Weekly Market Commentary

Pullbacks Are Common but Painful | Weekly Market Commentary | August 12, 2024

Like a stubbed toe, pullbacks in the market are inevitable, something investors tend to forget during periods of low volatility.

Thoughts on Global Selloff and the Dollar’s Path to Decompressing | Weekly Market Commentary | August 5, 2024

After the sharp August 5 decline, equities are nearing an attractive entry point. LPL’s Strategic and Tactical Asset Allocation Committee (STAAC) maintains its tactical neutral stance on equities, while actively monitoring signs of bottoming. LPL Research continues to preach patience before buying this dip. Bottoming is a process.

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Research

Client Letter | Bull Market Hangs By a Thread | June 1, 2022

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).

Global Portfolio Strategy | May 4, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) continues to recommend a slight overweight to equities versus bonds.

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Market Watch

Recent Posts

Happy Two-Year B-Day Bull Market – Here’s to a Third! | Weekly Market Commentary | October 14, 2024

The October 13 rally that ended the bear market at a low of 3,577.03 began with the S&P 500 selling off in the morning only to rally dramatically higher into the market close. The CPI report earlier in the day showed headline inflation at 8.2% on a year-over-year basis, but Core CPI ─ not including food and fuel prices ─ beat the consensus estimate at 6.6%. The S&P 500 closed at 3,669.91 and the bull market had commenced.