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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
