The Fear and Opportunity of Shakeouts
We decided several years ago that when talking with prospective clients, we needed to broach a particular topic. Simply put, it is this: Our very best stocks have periods when they fall. Whether you refer to this as a pullback, a correction, a dip, or a shakeout, it still means the same thing. They go […]
2020 Election and Other Stuff!
September 18, 2020 2020 Election and Other Stuff! Without fail, there is always a good degree of trepidation as we approach a national election. We suppose this is normal, especially in the days leading up to the event, as the rhetoric between the two candidates becomes ever more confrontational, accusatory, and contentious. It […]
Fright Mode
Thoughts While Viewing the Market in Fright Mode As we write this, the stock market appears to be in a free-fall. The Dow is down around 1,800 points having fallen 2,100 already this morning. It currently stands at 21,646 and down from the February high of 29,500. This is panicky selling, which is virtually never […]
Fear – A Great Sell Motivator, But Frequently Misleading
Fear – A Great Sell Leader, But Frequently Misleading The most recent fear to visit the investment community is the Coronavirus. Unless you are living under a cactus in a remote desert, this is not news to you. This infection first appeared in December, and by the end of January hundreds of people across several […]
Tarriffs, Taxes, & Bad Stuff
Tarriffs, Taxes, & Bad Stuff This past weekend, China decided to let their currency, the Yuan, drop to the lowest level it has seen in ten years. This clearly appears to be a retaliatory move for our government’s action last Thursday when, surprisingly, we put a 10% tax (sometimes called tariff) on many consumer goods […]
Everything to Consider When Choosing a Financial Advisor
If you’re not an expert in financial matters, you may wonder if hiring a financial advisor is a good idea. Choosing a financial advisor can be a bit daunting. There are many people calling themselves “financial advisors” these days. But not all of them have the qualifications for the job. You want your financial decisions […]
Market Update
Market Update This short note is just to touch base with you, since the market has been falling with no apparent reason. This comes on the heels of a long and dull 2014, and after a very good 2013. Last month, September 3rd to be exact, we sent out a letter titled, “When the […]
