Market News and Articles

People Love Rules of Thumb.
Wednesday, January 16, 2019
Sometimes, mental shortcuts are helpful. Other times they are not. When it comes to investing, seasonal shortcuts are not uncommon. In fact, January boasts two:   The January Effect explains why U.S. smaller company stocks tend to outperform the market in January. The original theory held tha...
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Investors Will Think of the Last Quarter of 2018 For Years to Come
Tuesday, January 8, 2019
Investors will think of the last quarter of 2018 for years to come, but they won’t remember it fondly. The Economist described it like this,   “After a rotten October and limp November, the S&P 500 tumbled in value by 15 percent between November 30th and December 24th. Despite...
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Investing During the Month of December was like Traversing an Icy Mountain Stream
Wednesday, January 2, 2019
Investing during the month of December was like traversing an icy mountain stream. It delivered a staggering shock to the senses that triggered the instinct to, “Get Out!”   When it comes to investing, that instinct is called loss aversion. For many people avoiding a loss is more ...
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Ouch!
Monday, December 17, 2018
It never feels good when the stock market heads south, and that’s what happened last week. The Standard & Poor’s 500 Index (S&P 500), Dow Jones Industrial Average, and Nasdaq Composite all moved into correction territory, which means the indices have fallen 10 percent or more fro...
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We’re Off to a Slow Start
Tuesday, December 11, 2018
December is usually the best month of the year for the stock market. It has been since 1950, according to Randall Forsyth of Barron’s, but not so far this year.   Two issues made investors particularly uncomfortable last week which helped trigger a sell-off that pushed major U.S. stock ...
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Hold On To Your Hats!
Tuesday, December 4, 2018
Recently, stocks have delivered a wild ride. During Thanksgiving week, U.S. stock markets took investor uncertainty on the chin, suffering a 3.8 percent drop, which was the worst performance in eight months. Then, last week, stocks reversed course. The Standard & Poor’s 500 Index and the N...
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It Was a Turkey of a Week
Monday, November 26, 2018
The United States and China continued to spar over trade and other issues. An expert from Moody’s told Frank Tang of the South China Morning Post (SCMP) the United States-China dispute will not be easily resolved:   “Look at the speech Vice President Pence gave in Papua New Guinea...
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How Are You Feeling About Financial Markets?
Monday, November 12, 2018
Some votes are still being counted but investors appear to be happy with the outcome of mid-term elections. Major U.S. stock indices in the United States moved higher last week, and the American Association of Individual Investors (AAII) Sentiment Survey reported:   “Optimism among indi...
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Seven Year-End Retirement Planning Strategies
Monday, October 29, 2018
We’re getting close to the time of year when advisors can really show clients their value, especially when it comes to retirement and tax planning. It’s a time when a lot of poor decisions can be made about required minimum distributions, asset appreciation and Roth conversions. Importan...
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Why Did the Stock Market Fall When the Economy is Doing Well?
Monday, October 29, 2018
 The answer is that one reflects the past and the other anticipates the future.   Last Friday’s advance estimate from the Bureau of Economic Analysis showed the U.S. economy grew 3.5 percent during the third quarter of 2018. Harriet Torry of The Wall Street Journal reported: &...
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