by Bret Wilson | Nov 15, 2024 | Market Commentary
Policies vs the Economy Once the election was over, I asked myself, so now what? I’ve done a lot of reading since last week, not only in regard to the election, but also with respect to investing and what kind of impact the Trump presidency could have on the...
by Bret Wilson | Oct 18, 2024 | Market Commentary
The Impact of Elections on the Markets and Tax Policy With three weeks to go, we are now in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, “How might what happens on November 5...
by Bret Wilson | Oct 1, 2024 | Market Commentary
Chaos Abounds At the risk of stating the obvious, this is shaping up to be a very eventful fall. Undoubtedly, there is a lot of chaos going on around us right now in the form of all the election noise, US dockworkers going on strike, Hurricane Helene and its...
by Bret Wilson | Sep 15, 2024 | Market Commentary
Eyes and Ears on the Fed Everybody’s eyes and ears will be on the Federal Reserve meeting this week as the expected rate cut should be announced. Rate cuts probably should have been started earlier this year since the rate of inflation has slowed to the point where it...
by Bret Wilson | Aug 1, 2024 | Market Commentary
Historically, the worst time of the year for stocks is between July 17th and September 26th. But in an election year, August is one of the best months—a trend that may hold true this year as well, or not. Federal Open Market Committee Meeting The biggest news of the...
by Bret Wilson | May 1, 2024 | Market Commentary
History Doesn’t Repeat? There’s an old saying that history does not repeat itself, but sometimes it rhymes. This means market movements up or down never looks exactly the same, but they can look similar. Therefore, I think it’s important to look for patterns...
by Bret Wilson | Apr 15, 2024 | Market Commentary
Overbought Market The stock market is overbought, and a pullback is long overdue. A 5-10% correction is the most likely scenario, and that isn’t something you should panic about. (Actually, there’s never a good time to panic, as that causes bad decisions.) Here...
by Bret Wilson | Apr 1, 2024 | Market Commentary
What’s a Registered Investment Advisor? If you’re not aware, Registered Investment Advisors (RIA) are financial firms that manage the assets of individual or institutional investors. We are registered with either a state regulatory agency or the SEC and we have...
by Bret Wilson | Mar 1, 2024 | Market Commentary
Trend Following Patience is the key to long term investing. You may have heard the axiom, “don’t fight the trend.” Normally I would agree with this, but historically during the 1st quarter each year, January is the best month and March is the worst. So, if March is...
by Bret Wilson | Feb 1, 2024 | Market Commentary
January Federal Reserve Meeting On Tuesday, Federal Reserve Chairman Jerome Powell said a rate cut in March was not likely. Apparently, some on Wall Street thought this was a possibility, and with Mr. Powell’s statement the stock market closed lower. The Chairman did...
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