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...
by Bret Wilson | Jan 15, 2024 | Market Commentary
Has the Ship Sailed? As I mentioned in my last blog post, the end of 2023 was epic for investors. That type of breakout can create extreme bullish sentiment and FOMO (fear of missing out) among investors who then jump into the market only to see the indexes begin to...
by Bret Wilson | Jan 1, 2024 | Market Commentary
2023 Wrap Up The stock market ended the year strong. Particularly the last quarter where the S&P 500, Nasdaq, Dow Jones, and small cap stocks all participated in the Santa Claus rally. The Fed announcement about stopping rate increases and the expectation of...
by Bret Wilson | Dec 1, 2023 | Market Commentary
November Shines November was an incredible month for the stock market! The Dow Jones, S&P 500, and Nasdaq all posted their best month for 2023. The S&P 500 and Nasdaq also had their best month since July 2022. Call it seasonal rotation or the Santa Claus...
by Bret Wilson | Jun 15, 2023 | Market Commentary
Good News for the Economy This week the monthly Consumer Price Index (CPI) and the Producer Price Index (PPI) were released right before the monthly Federal Open Markets Committee (FOMC) meeting. CPI revealed May inflation up 0.1% which means inflation increases are...
by Bret Wilson | May 15, 2023 | Market Commentary
There are several retirement plans that are popular among small businesses. The best retirement plan for a small business will depend on factors such as the number of employees, the business structure, and the desired level of contribution flexibility. Let’s take a...
by Bret Wilson | May 1, 2023 | Market Commentary
This Is How Bear Markets End This headline appeared on the CNBC website on April 18, 2023. In order to end a bear market, investors have to be so beat up that they think they may never own stocks again. CNBC’s survey shows only 24% of those surveyed think now is a...
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