Dewey Beats Truman!
Post by Christopher Van Slyke In the biggest election upset since 1948, Donald Trump has won the presidency. You are advised to prepare for a possible wild ride in the investment markets. It is helpful to remember that these potential market gyrations are almost always bad times to trade, and particularly to sell. We have months […]
Read ArticleThe Final Countdown
We always caution against watching stocks on a daily basis, because it’s too easy to get caught up in the daily volatility that inevitably will occur. If we go back to last summer’s late August swoon, it might have been tempting to bail when shares were near their bottom and financial reports bordered on hysteria. […]
Read ArticleThe Elephant in the Room and a European Bank
September has come and gone and we have exited the month following a period of unusual complacency, which is Wall Street speak for days upon days when the major market indices trade within an unusually narrow range. Recall that last month we quoted a piece from LPL Research pointing out that the S&P 500 range […]
Read ArticleThe Ides of September
There is something about October that spooks investors. Maybe it’s the market crash of 1929 or the one-day crash that happened in 1987. More recently, shares were pummeled in October 2008 after Lehman’s collapse roiled global credit markets. Though it has been a while, modest corrections in the late 1970s ruffled feathers in October. Almost […]
Read ArticleYes, No, Maybe
Have you ever met or approached a professional at a social event and been tempted to ask a personal question that relates specifically to your circumstances? Whether it’s from a physician, attorney or CPA, insight from professionals benefits us all when we need assistance in their field of expertise. While you may be reluctant to […]
Read ArticleA European Political Earthquake That’s Felt at Home
Like many of you, our team had a wonderful time celebrating the Fourth of July holiday weekend. Growing up, the Fourth seemed mostly about barbecues, friends, hanging out at the pool, and fireworks. As we get older, we tend to better appreciate what Independence Day really means. We have a degree of freedom in our […]
Read ArticleWhat Does Brexit Mean to U.S. Investors?
By: Tom O’Connor, WorthPointe Financial Planner · Los Angeles, Orange County CA IN THIS ARTICLE: 1) Britain has voted to leave the European Union. Could this be the start of a protectionist trend? What would this mean for investors? 2) Hours after the vote, stocks were down slightly. Gold and long-term U.S. bonds were up slightly. Should we get in on […]
Read ArticleWelcome to Brexit
Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable. The uncertainty of how, exactly, Europe and Britain will manage a complex divorce over the coming decade sent global markets reeling. London’s […]
Read ArticleSummer’s Hot Issues
On May 21, 2015, the S&P 500 Index closed at 2,130.82, an all-time closing high for this broad measure of 500 large U.S. companies. In the year since, it has failed to recapture that level. It’s not uncommon for the major indexes to go through periods where gains are elusive or we experience unwanted volatility. […]
Read ArticleWhy We Buy What We Buy
Last month, we wrote about stocks and how the collective wisdom of the market values, or prices, companies. Continuing on with that theme, it’s important to understand why we may recommend a particular stock, bond, or any investment for one person, and why that same security may not be appropriate for another. In some ways, […]
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