If you don't know where you are going, you'll end up someplace else.
Below is a list of our monthly Market Update PDF newsletters. Click on the text link to download the pdf.
Sheaff Brock gets a hat trick! See what list we're on for a third year in a row, plus read about Dave's (or was it Ben Franklin's?) cure for the 2022 market selloff, which companies we were happy to see leave the S&P 500 to make way for 'new blood' over time, and some 'nearly-year-end' portfolio updates.
Bearish vs Bullish talk, don't be fooled. Bearish people may sound smarter due to spewing out a word salad of unusual terms, pointing to specific data and facts to back their negative outlook. Dave cuts through the confusing filler words used to instill fear when in reality, the market today looks a lot like previous midterm election years.
We are sure you have seen the terms "structured notes, guaranteed, and defined outcome" prominently displayed in the investment industry lately. Although different, the products have three things in common; COMPLEXITY, COMPLEXITY, COMPLEXITY. Dave breaks down how complexity will ultimately cost you and encourages you to keep things simple.
We've been hearing a lot of people in our industry trying to 'predict the unpredictable' when it comes to the future (both near- and long-term) of our economy. For June, we look at how our past predictions have turned out, one effective strategy for retirement income, and some important financial planning tips if you use cash apps to transfer money.
How is it that, over a lifetime, some people make an extraordinary amount of money in the stock market while others struggle and often give up? This month, Dave takes a look back at the 'peaks and valleys' of the market since he's been in the business (40+ years, if you believe it!), and how a 'glass half full' view may help some investors in the long run.
As February comes to an end we need to start looking towards what we will see from the market in March. The news will be dominated by the Fed raising the Fed Funds rate and the impact on stock prices. Dave also gives a quick update on the performance of each strategy and which ones could be "on sale."