GameStop and the Efficient Market Hypothesis
Recently, investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly without traditional evaluation of investing risks and rewards.
Stocks Know COVID Will Disappear Someday
One major theme of the year was the perceived disconnect between markets and the economy. How could the equity markets recover and reach new highs when the economic news remained so bleak?
Tax Loss Harvesting
Harvesting tax losses is a brilliant wealth-creating technique. Selling your loss positions is a sure way to offset gains realized during the year and stockpile losses for future years. Capital losses in excess of capital gains can reduce other income by $3,000; any excess loss is carried forward for use in a future year. Remember […]
The POTUS & the Stock Market
Here is an interactive graphic showing economic and stock market data for each president since Hoover in 1929.
Long-Term Investors Are Not Fazed by a Recession
With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession has already begun.
Pandemics Affect People—and Markets
The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond.
10 Investment Truths
Regardless of the cycle we’re in, we believe that fear and greed are two emotions that should be kept out of your investment decisions.
When Health and Wealth Get Thrown for a Loop
We encourage you to separate the two by taking action to protect your health, and resisting the temptation to take hasty action when it comes to your portfolio.
Market Panic and Your Portfolio
U.S. stocks fell sharply on March 9, bringing us closer to bear market territory. While we don’t yet have a grasp on the human toll of the worldwide coronavirus pandemic—or the measures to halt or mitigate its spread—the markets are reeling.
The New Roaring ‘20s
Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors.