How Earnings Can Guide Investors in Difficult Markets

Earnings play an important role in guiding investors, particularly during difficult markets. With markets nervous about stubborn inflation, a gradually slowing labor market, and the timing of the first Fed rate cut, investors are more focused on this corporate earnings season than usual. This is because while the economy has avoided a “hard landing” corporate…

What Do Baseball and Investing Have in Common?

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…

Are We Now in a New Bull Market?

Since October 2022, the stock market has steadily climbed higher and is now up over 20% from those lows. This begs the question of whether we are now in a new Bull market. Let’s explore along with concerns about commercial real estate. >> To subscribe to this monthly newsletter, click on Subscribe! Persistent Negativity Despite Upward…

A Bad Month for Stocks and Bonds

December 2022 was a bad month for stocks and bonds.  The S&P500 fell 5.9% for the month. As measured by the intermediate corporate ETF, LQD, bonds were down 2.2%.  A combination of uncertainty over rates and recession as well as a particularly aggressive tax-loss harvesting season hurt securities.  >> To subscribe to this monthly newsletter, click…

Evaluating Price-to-Earnings (P/E) Ratios

How does the Price-to-Earnings (P/E) ratio help you evaluate whether a company is worth becoming part of your investment portfolio? Let’s explore this in this article. >> To subscribe to this monthly newsletter, click on Subscribe! The Relationship Between a Stock’s Price and its Earnings One of the benefits of entering into a bear market territory…

Why Staying Invested Is So Important For the Long Run

Do you believe in staying invested, regardless of the market’s ups and downs? We hope you do. We’ll explain why in this article so you feel more confident about the benefits of being and staying invested for the long run. Long-Term Investing Tips Odds in an Investor’s Favor The most important concept for investors to…

Global Conflict, Fed Normalization, and Stock Prices

War in Ukraine, sanctions, and more supply chain disruptions while the Fed works to transition from massive COVID accommodation to normalization are more than enough to spook investors. This article puts into perspective how global conflict affects stock prices, and offers guidance on how best to ride out the turmoil. >> To subscribe to this…

Financial Themes for 2022

This first newsletter of 2022 not only addresses four financial themes to watch in 2022 (including one about dogs of the market) but also explores COVID and inflationary pressures while reminding you of three determinants of stock prices. >> To subscribe to this monthly newsletter, click on Subscribe! COVID and Inflationary Pressures Unfortunately, COVID is still…

Processing Investment Advice, Predictions, and Risks

How seriously do you take market voices? By that, I mean advice, predictions, and risks not always grounded in common sense? This newsletter explores this conundrum. Market Commentators Have No Accountability for Advice, Predictions and Risks Realize that there’s an important disconnect between the “advice”, “predictions” and “risks” people hear from market commentators and actual…