Stocks Turn Bearish
The investment environment continues to deteriorate despite the pickup in economic activity in the U.S. the last couple of years. As the Big Four Indicators I highlighted recently show, the U.S. economy continues to move in the right direction. Despite the U.S. economy doing well, international economies are performing poorly with few catalysts outside of […]
2018 Investment Strategy Review
Stock and bond market performance has been more volatile in 2018. After an amazing run in 2017 stocks have become more sensitive to interest rate hikes and potential disruptions in global trade because of ongoing trade negotiations by the Trump administration. Bonds too have seen an increase in volatility as the Federal Reserve increases the […]
North Korea Threat
There is no question the North Korea (NK) situation has deteriorated and could very well be headed to a conflict. Outside of an offer of asylum for the Kim Jong Un regime there appear few options. It is clear the current NK leadership is antagonistic and their arsenal now represents a clear and present danger. President Trump […]
How Markets Reacted To A Trump Victory
Instead of a Brexit market reaction last week investors appeared to position for the impact a Trump presidency could have on the U.S. economy and asset markets. There is a limit to how much any administration can accomplish during the first couple of years but investors appear to be favoring some asset classes while avoiding […]
The Stock Market After Brexit
Last week’s Brexit vote has cast a cloud of uncertainty over global markets. The decisions direct impact is largely a regional one but as new information arrives we are learning the outcome calls into question the entire European Union concept and that has rattled markets globally. It is unfortunate timing. Stocks were starting to show […]
BREXIT UPDATE – Q&A
Is BREXIT Europe’s “Lehman” event? Britain’s vote to leave the European Union is nowhere near the impact of the Lehman Brothers bankruptcy back in 2008. The BREXIT situation at this point is not a financial disaster. How market respond going to forward will tell us more about the impact this development is going to have […]
Brexit Referendum
In a little over a week British voters will decide whether or not to stay in the European Union. There is a lot of media attention around the event and investors are wondering what it will mean for Europe and stocks. Market fear levels are already high. The fear here may not be so much […]
Don’t Let An Old 401k Languish
After a 25+ year career it is not uncommon for an individual to have worked at several different employers and each employer may represent an old retirement account. Many times I have helped a client consolidate old retirement accounts (401k, 403b, 457, and others) into an IRA or Roth. The process is often referred to […]
To Raise Or Not To Raise, That Is The Question
The on again of again posture of The Federal Reserve is apparently back “on” again regarding an interest rate hike in June. At least that is what they are signaling this week. Apparently they are seeing enough strength in the U.S. economy to feel confident another small increase from already very low rates should not […]
NOBODY knows what is NEXT
NOBODY knows Jack or Jill about what is next for markets or the economy, I don’t care what people say or how convicted they are in their belief. Investors that make big investments on their best guess (or forecast, projection, thesis, etc.) are having a very tough go of it in this market. Very popular mutual […]
