What would you say to resolutions that simply require attention at the beginning of the year to provide you with value? That’s what you’ll find with the 9 financial resolutions detailed below. Unlike traditional New Year resolutions that often wind up abandoned before January’s even over, these aren’t too time-consuming, complicated, or unpleasant to stick…
Rising oil prices tend to conjure frightening thoughts: rampant inflation, and rising transportation and energy costs. You might even flashback to the 1973 Arab oil embargo and how it led to severe gasoline shortages… Yet, rising oil prices can also be a natural byproduct of healthy growing economies. Middle East Conflict and Oil Prices With…
Investing for retirement can be nerve-racking especially when the news cycle seems fixated on amplifying market turmoil. As an investor, you may be concerned when the onus is increasingly on you the individual investor to plan for retirement. Increased Market Uncertainty From President Biden’s announcement that he will not be seeking re-election, to a rotation…
As an investor, have you considered what broadening market performance means for you? Let’s explore. From the Magnificent 7 to a Broader Set of Sectors Over the past week, there has been a change in the internals in the stock market. With a positiveCPI report, the prospect of lower rates has re-entered investor sentiment. We…
Would you combine baseball and investing in one sentence? We would, and here’s why. I invite you to reach out with your financial questions so we can discuss them. I am using new retirement planning tools to assist clients in framing their investment path to retirement. What Makes Baseball Stand Out? Focus on the Long…
If you’re a committed investor, you are most probably counting on time to help you build the wealth to meet specific goals. And, since you have a long-term window in mind, you’ll want to follow these tips to help you be ready for tax time. The Biggest Tax Concern for Investors? The biggest source of…
2023 was a difficult year for investors but as we take a breath and after assessing 2023, it can best be summarized as The Bard wrote, “All’s well that ends well.” Bears Controlled the 2023 Narrative In 2023, the Bears controlled the narrative – inflation and interest rates were going to move unstoppably higher, recession…
As you might surmise, given how interconnected the world is, global conflicts affect markets. In this article, we’ll focus on conflicts in the Middle East. Most Recent Middle East Conflict: October 7, 2023 On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel killing hundreds and plunging the region into further…
EVs – or Electric Vehicles – represent an important alternative to carbon-producing vehicles, and feature prominently in the ongoing research and analysis Pendragon Capital Management undertakes for our Climate Impact portfolio. In this article, you’ll find our global perspective on EVs to help you better evaluate your investment opportunities. EVs: Here To Stay In an…
It hardly seems it but we are halfway through 2023. Just as unbelievable is that the stock market is having a good year. >> To subscribe to this monthly newsletter, click on Subscribe! Something for Every Investor! The S&P500 is up just over 18%. The bond market has been ok too. There has been a lot…
