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Q3 2019 Economic & Market Commentary
The third quarter of 2019 was eerily similar to the second quarter in many ways. The problem is that no investor has the ability to time the market perfectly…
The Problem with Fed Control of the Markets
The Fed and Central Bankers are artificially manipulating the markets, walking a very slippery tightrope attempting to maintain positive consumer sentiment and spending…
Q3 2018 Economic & Market Commentary
Records were broken as volatility quieted down. Solid economic growth and strong corporate earnings results, boosted in part by tax cuts, helped fuel this quarter’s rally…
Man The Lifeboats
When it comes to the Titanic, people believed the ship was unsinkable. They were so sure that they only carried 20 lifeboats. Investors often make the same mistake. It’s time to get out the investing lifeboats…
Value is Not Dead – This Time It’s Not Different
Lately, we have heard “this time it’s different” applied to value investing. The most ardent believe that value investing is dead. Let’s take a closer analysis of the long-term…
Top 3 Takeaways from this Earnings Season
Q2 earnings season has gotten us excited! There had been talk that Q1 was going to be hard to beat, but Q2 has come in even stronger. Corporate results are phenomenal.
4 Active Management Truths During Financial Literacy Month
Financial Literacy Month, observed in April, gives investors the opportunity to reconnect with their advisors and ensure they’re well-positioned to meet their goals…
Read more 4 Active Management Truths During Financial Literacy Month
Will the Tax Cuts and Jobs Act Take a Bite Out of Your Retirement?
Vast majority of tax payers from east and west coast states are going to fork over more of their paychecks or retirement income to…
Read more Will the Tax Cuts and Jobs Act Take a Bite Out of Your Retirement?
Investor Insanity Strikes Again
It’s confounding to me because I would think investors would stick to the most basic and proven theorem of investing — to win all you need to do is…
Tax Diversification – Consider a Health Savings Account
With portfolio diversification, the main idea is to incorporate multiple investments within an investment portfolio…
Read more Tax Diversification – Consider a Health Savings Account
A Bull | Bear Tug Of War: The Fed Vs. Buyback Mania
Market conditions have changed dramatically. A higher wage report in January and signs of rising inflation caused bond market investors to pivot from their..
Read more A Bull | Bear Tug Of War: The Fed Vs. Buyback Mania
A Bear Market is Inevitable But Taking Large Losses is Optional
Traders and investors are hoping for an end to the rollercoaster ride of volatility and a resumption of the boring bull market trend of the last few years. Sorry to disappoint, but…
Read more A Bear Market is Inevitable But Taking Large Losses is Optional
Tax Reform Drives Markets Higher
The proposed tax cut program is designed to stimulate our anemic and faltering economy. This is something that every American needs fixed so the benefits of a robust and growing economy can…
The What and Why of an Investment Policy Statement
It’s important for individuals to take the time to establish and define their life goals within the context of a financial plan and an Investment Policy Statement (“IPS”)…
Read more The What and Why of an Investment Policy Statement
Know the Difference Between Traditional & Roth IRAs
It’s important to understand the similarities – and the differences — between Traditional IRAs and Roth IRAs in order to select the option which is best for you.
Read more Know the Difference Between Traditional & Roth IRAs
The Fed Says GDP is Transitory: Don’t Bet the Farm On it!
Right now, we have the economic backdrop where the hard data on GDP and inflation is showing continued weakness. There seems to be the general…
Read more The Fed Says GDP is Transitory: Don’t Bet the Farm On it!
Using the Personal Residence for Retirement Income
Are American households prepared for Retirement? Recent studies suggest the majority of households are not as well…
Read more Using the Personal Residence for Retirement Income
Modern Portfolio Theory is Anything but Modern
The problem with modern portfolio theory is that it was developed more than 65 years ago…
Q1 2017 Market Commentary by Gary E. Stroik
Market commentary from our affiliate, WBI. Written by WBI’s Chief Investment Officer and Co-Portfolio Manager Gary E. Stroik.
Is the Passive Index Craze the New Tulip Bulb Mania?
The focus on passive versus active is setting investors up for another “tulip bulb” event that could destroy investor wealth.
Read more Is the Passive Index Craze the New Tulip Bulb Mania?
Storm Clouds or Rainbows: Q4 Earnings Update
Smart investors will pay close attention to quarterly earnings updates and the trends that are unfolding.
2017 Outlook: Populism and Great Optimism
Optimism is sweeping the U.S. based on a pro-growth policy platform anchored by the slogan of “Make America Great Again”.
Trumpenomics: A New Bull Market?
It’s a whole new ballgame for the markets. he results of this year’s historic election changed
the policy landscape dramatically by…
The Zombie Economic Recovery
A review of the economic landscape since the Financial Crisis – wacky is the only way to describe the economic environment…