https://youtu.be/1abVx8hJjmk Investors have spent decades trying to maximize their returns while simultaneously minimizing their risk. Some investors miss out on great investment opportunities because they are afraid of loss, while…
https://www.youtube.com/watch?v=mPGBM1i6RUY Hello, I want to update you regarding the stock market and economy in these pressing times. We are in 'the mid to late' innings on the stock market and…
https://youtu.be/LuOUJwi2jR8Saving for retirement and securing a healthy financial future is one of the essential components of personal finance. When it comes to saving for retirements, the most popular vehicles are…
https://www.youtube.com/watch?v=tMIrl5ugRJM&feature=youtu.be The first month of 2021 has proven that change is the only constant for the foreseeable future. We are still in the midst of a global pandemic. National governments…
https://youtu.be/YggikZIC3oM We’re closing in on the end of 2020 and I wanted to address two topics today and discuss how I believe they will affect the economy and the stock…
This year, investors have been treated to a rare real-world lesson in the mathematics of investing—namely, the fact that after a market decline, it takes a greater market recovery to get back to even. The first quarter saw a frightening downturn that delivered 20% losses across the U.S. and developed foreign markets. Then we experienced a breathtaking 20% gain in the second quarter, the fourth-best quarterly rise since 1950. Work out the mathematics, and virtually all indices are still showing a loss for the year.
When people look back on the tumultuous 2020 economic landscape, they might pause a moment to study home mortgage rates. Over the last three months, these rates have managed to…
You may have read that the U.S. Federal Reserve Board, which has unlimited financial resources, is now buying ETFs. It’s possible that the Fed’s $4.75 trillion in assets is larger…
Not everybody realizes that the indices that we refer to as “passive” are actively-managed. Case in point: the S&P 500 index. Over the last three years, four dozen companies were…
https://youtu.be/Lc6aLrcOH0E Given the economic numbers, it may be perplexing to witness the 35% rally we have seen off the March 23rd lows. But it is no accident that this rally…
