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.
With the upcoming election only 6 weeks away, Dave discusses the history of the national debt, the actions of a few of the trendier Founding Fathers, and asks 'how much is too much?' Also, an exciting announcement about E*Trade (and an update-of-sorts about the TD Ameritrade and Schwab merger), and a review of how our portfolios are holding up in the current market.
This month, Dave compares Growth stocks to Value stocks - which is the 'cool kid', which has performed better in the past and, most importantly, how can we put it to work for you? Also, how to watch our new Market Shorts videos about hot topics like the upcoming election and the new market highs we've been seeing recently.
This quarter's 20% rally (offsetting the first quarter's 20% drop) is the first such swing since the Great Depression - TSA security checks are up nearly tenfold, retail sales are almost back to pre-COVID levels and there appears to be a light end the end of the (probably still quite choppy) tunnel. This month, we look a bit further ahead - to the election - and see how different results may affect the market.
This year has been almost unbelievable - starting like an impeachment crisis, transitioning to a pandemic, which turned into an economic crash, and is now becoming massive urban unrest - what's next? For June, Dave considers the effect of COVID-19 so far, how the Fed is helping, and how the rest of the year may shake out.
Right now there is a really long list of 'unknowns' - how long will the economy be shut down and can it just 'reopen'? What about sporting events and restaurants? Will the virus come back in the autumn? We look at the current questions everyone is asking, but also consider some 'knowns' which hopefully bring some comfort.
First and foremost, we hope you are staying safe and healthy during this challenging time. For March, Dave reviews every major market decline since World War II - those with a recession and those without. We also look at the CBOE Volatility Index (the VIX), what it has to do with fear and market performance and ask, 'Is this time different?'
This month, we look at the effect of worldwide health crises on the S&P 500 and consider, does Coronavirus have the potential to be a significant pandemic and, if so, what should we do with our investments? Also, a quick look at market corrections during election years, and a reminder of our portfolios' main attributes.
Come one, come all! The circus of 2020 is warming up - this month, we consider what kind of 'show' the economy, the financial markets, and politics will put on for us, especially closer to the end of the year. Also, see this month's financial planning tip from Tiffany for some important IRA updates.
As we wrap up not only the year, but the decade, we meander down memory lane for a brief recap of the last 10 years. Our long-term clients may remember us closing out 2009 with an optimistic message - do we feel the same way this time around? And what happens to our sentiment when we look back 20 years, instead of 10? Also take a look at our portfolio updates as we head into the final days of trading for the year, and please enjoy a restful, safe and happy holiday season.
Firsts things first, if you have a Requred Minimum Distribution to take before the end of the year, we'd love for you to do that now! Now, for November we take a deep-dive into US Exports - who are our largest trading partners and by how much, what volume are we trading compared to past years and how does this compare globally? We hope you had a restful Thanksgiving and look forward to working with you as we work through the holiday season and round out the end of the year.
For October we share some positive, some neutral, and some downright-scary thoughts about the market. What will happen to oil prices, is the EU going around in circles, and is America's middle class really 'falling behind'? And in our Portfolio Updates, a few strategies are enjoying their best year in a long time, and a surprise #1 offering.