Broker Check

Blog

Tuesday, June 21, 2022

This current downturn and gloomy market sentiment has been with us all year, so when will this market bottom out? Typical bear markets last 6 - 12 months...

Tuesday, June 14, 2022

The stock market gave up all of its recent gains, and more, between the end of last week and the start of this week due to a higher-than-expected inflation report released on Friday June 10th.

Tuesday, June 7, 2022

The U.S. continues to have a healthy job market, adding 390,000 jobs in May, and thus the fears of a recession may be overblown.

Tuesday, May 31, 2022

Last week the stock market experienced a robust and sustained rebound after eight weeks of losses. But will it last…

Tuesday, May 24, 2022

When the market is down 20% or more, you should consider investing extra cash, and this time is no exception. Don’t make one of the greatest investment mistakes that most investors don’t even realize they are making.

Show All

Tuesday, May 17, 2022

The stock market had another down week, and in the midst of last week’s downtrend the S&P 500 flirted with bear market territory on Thursday. The question everyone is asking now is: will the market continue to head lower?

Tuesday, May 10, 2022

The stock market began last week with a strong rally, only to be followed by a sharp downturn at the end of the week, which resulted in market indexes closing out the week modestly lower.

Tuesday, May 3, 2022

The last week of April was a volatile trading week for the stock market, with large swings to the upside and downside, but ended the week over all decisively lower.

Monday, May 2, 2022

Let’s take a closer look at what define and differentiate the two, and most importantly, what it means for your portfolio.

Tuesday, April 26, 2022

The market is sliding closer to the previous lows of March 7th and it will be a good sign if it bounces at the support level and climbs higher.

Tuesday, April 19, 2022

A remarkable trend currently exploding is the number of corporations discussing ESG (environmental, social, and governance factors) on their earnings call. ESG factors and investing isn’t just about aligning with sustainable values ...

Tuesday, April 12, 2022

Stock prices fell last week in response to the Fed’s plan to combat inflation, which staked out a more aggressive stance than investors had anticipated.

Tuesday, April 5, 2022

Last week the market consolidated its gains and took a breather after a volatile start to the new year. Most major indexes were down for the first quarter of 2022, but this doesn’t mean the stock market will have a bad year.

Tuesday, March 29, 2022

The stock market finally had a positive week of strong gains as the Federal Reserve raised interest rates by 0.25% and Russia’s attack on Ukraine continues…

Tuesday, March 22, 2022

The stock market finally had a positive week of strong gains as the Federal Reserve raised interest rates by 0.25% and Russia’s attack on Ukraine continues…

Tuesday, March 15, 2022

Clean energy stocks have been rallying, despite the overall market decline…

Tuesday, March 8, 2022

Market downturns can take an emotional toll on investors. It’s been shown that investors feel the negative emotional impact of a loss 2.5 times more than the positive emotional impact of a gain …

Tuesday, March 1, 2022

The market correction that began with a sharp decline in the beginning of January continued through the end of February, but there are significant differences between a correction and a bear market...

Tuesday, February 22, 2022

Over the past two weeks the stock market, along with the world, has been warily watching Russia’s next moves on the border of Ukraine. The stock market and investors dislike geopolitical uncertainty and ...

Tuesday, February 8, 2022

There is a good chance we saw the bottom of this current stock market correction (a drop of 10-20%) two weeks ago on January 24th, when the S&P fell to 4,222 and the Nasdaq fell to 13,094. Market drops like these occur quickly and …

Tuesday, January 25, 2022

The current stock market drop is now in correction territory - a short term market drop of 10 to 20% that occurs on average every year or two. These types of drops begin based on economic fundamentals and end on raw investor emotions.

Wednesday, January 19, 2022

The release of corporate earnings reports will increase in the latter half of January and will definitely influence the stock market. In which direction? We don't know just yet, but we're watching closely.

Tuesday, January 11, 2022

The yo-yo action continued the first week of January with the general stock market down, and technology stocks down sharply.

Tuesday, January 4, 2022

The stock market was relatively quiet last week, with no major news events and many investors on holiday. Let’s explore a few potential market movers we’ll be watching this month...

Tuesday, December 28, 2021

Tuesday, December 21, 2021

Tuesday, December 14, 2021

Last week we saw some panic buying, pushing the stock market far above the previous week’s lows.

Tuesday, December 7, 2021

Stock prices bounced up and down like a yo-yo last week amidst hopes and fears of omicron dominated the stock market.

Wednesday, December 1, 2021

Inflation has been one of the hottest topics in 2021, both because it’s around the highest we’ve seen in 30 years and because it affects us all personally. We’re seeing higher inflation due to an enormous amount of...

Tuesday, November 30, 2021

Last Friday we saw a knee jerk type of market sell-off following initial reports of the new Covid variant omicron. It was a large-scale worldwide stock market reaction which happened during Thanksgiving week when U.S. markets are...

Tuesday, November 23, 2021

Last week the house passed a $1.75 trillion social policy and climate bill, of which $555 billion is dedicated to climate programs. If the senate passes this bill as well, it will be the biggest government effort to combat climate...

Tuesday, November 16, 2021

After several weeks of big stock market gains, the market saw a slight downturn last week. We recently talked about this possibility and how a small decline during a strong advance is called a consolidation. It’s possible this...

Monday, November 8, 2021

Early in October we talked about how the stock market just needed a bit of good news to climb higher, and this past week we saw a lot of good news in the eyes of the market: A good employment report on Friday (released the first Friday...

Tuesday, November 2, 2021

The stock market had yet another positive week of gains to finish off a strong October performance with above-expectation corporate earnings as the main driving force. All three major U.S. stock indices (S&P 500, Nasdaq, and the Dow)...

Monday, November 1, 2021

If you’re like me creating an estate plan has been on the to-do list for years but is continuously pushed aside and replaced with more exciting and urgent tasks. Last month I was referred to an excellent lawyer and decided it was...

Tuesday, October 26, 2021

The stock market saw positive gains again last week with strong corporate earnings as a major catalyst. While on the flip side, (perceived) negative stories around the fear of higher inflation have been appearing in the news frequently...

Tuesday, October 19, 2021

A couple weeks ago I mentioned how even a little good news would get the market moving upward again, and last week’s positive corporate earnings report gave the market a lift we’ve all been watching for. At the start of...

Tuesday, October 12, 2021

Photograph by Raphael Kho Last week’s employment report was weak, as our economy added far fewer jobs last month than expected. Consumer spending is what drives our economy, and more employed people equals more spending, which...

Monday, October 4, 2021

Photograph by Blessings Ri September was a down month for the stock market, with a decline of 5% and the largest monthly drop since March of 2020. It was the type of drop the market often sees once or twice a year and can lead to some...

Friday, October 1, 2021

We know that the proper mix of assets reduces investment risk and volatility, but did you know one of the best ways to achieve this is through global diversification? Every year a different country has the largest stock market returns,...