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...
by Bret Wilson | Apr 15, 2023 | Market Commentary
A Day at the Park Years ago, my wife and I would occasionally take our kids to Six Flags for some family fun. We spent the day riding the rides, eating overpriced food, and getting sunburned. It was great family bonding time, and the kids loved it. Sometimes we would...
by Bret Wilson | Mar 30, 2023 | Market Commentary
My History After I graduated from Baylor University with a business degree, I moved to Dallas where I took a job in the homebuilding business. A few years later, I started a master’s program in finance at Dallas Baptist University. After completing my MBA in 1995, I...
by Bret Wilson | Mar 15, 2023 | Market Commentary
Bond See-Saw If you took economics, you might remember a concept called “The Bond See-Saw.” For those who have no idea of what I’m talking about, let me offer a simple explanation. Picture a see-saw (or teeter totter, if you’re from the Midwest) with bond prices on...
by Bret Wilson | Mar 1, 2023 | Market Commentary
Economic Data Creates Confusion The January Personal Consumption Expenditure (PCE) report released last week surprised Wall Street and put a halt to the current rebound after February pullbacks. In a nutshell, inflation, following the last consumer price index (CPI)...
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