Why Not Have Systems for Investing?

Systems exist everywhere. In nature, we find almost an infinite number of hierarchical, interconnecting ecosystems that play key roles by which energy is transported and transformed. In society, we find that systems can provide for organization and guidance for human interactions. Take for instance how we drive – we follow a precise system. Here in…

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MARKETS IN TURMOIL

You fell for it didn’t you? The scary headline… works every time.  I wrote that headline to save you the trouble of turning on your TV or following your favorite fear-monger. You’re welcome. Let me sum it up for you – the bulls are currently in trouble. There’s not a lot to be optimistic about…

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Sell In May?

We’ve all heard the old Wall Street adage “Sell in May and go away.” It finds its roots in the historic seasonality of market performance.  According to the Stock Trader’s Almanac, the “best” six months to invest in the stock market is between November and April of the following year. While the period between May…

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Don’t Ignore this Market!

Markets continue to climb to new all time highs.  You can give me all the reasons you want to be fearful… I’ve read all the headlines too: China trade, Inverted yield curves, a possible recession, impeachment worries, implications of the 2020 election. Blah blah blah… The fact is, buyers are in control of this market.…

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The Next “Big Scary Thing” Is Here…

So, here we go again… It’s the next Big Scary Thing for investors to worry about. There’s always another one lurking just around the corner. In Q4 of 2018, it was the fear that the Federal Reserve would raise rates too aggressively, causing a global economic slowdown. Before that it was an impending U.S.-China trade…

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A Mistake You Don’t Want to Make…

This year’s stock market rally has been nothing short of impressive, with U.S. stocks posting their best quarter in nearly a decade. Unfortunately – they did so without help from individual investors. The hangover from the nearly 20% drawdown in the S&P 500 during the final quarter of last year stayed with investors in the…

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5 Financial Advisor Red Flags

A good money manager is always worth it. While it’s basically impossible for anyone to outperform the market 100% of the time, a competent and dedicated financial advisor should always be able to help you leverage your finances and achieve your goals. With that in mind, being able to identify a “bad” financial advisor before…

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How the Ongoing Shutdown Could Affect the Market

We’re now entering into the longest government shutdown on record, which has some investors wondering if it might affect their portfolios. Domestic equities have been topping the relative strength charts for a long time, and nearly every investor has cash tied up in US-based stocks…but is there really any cause for concern? It’s true the…

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