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Don’t Be Euphoric Over Two Months Of Gains
Stocks are up big this year, and that means it’s time to be skeptical. Warren Buffett says you should be greedy when others are fearful and fearful when others are greedy. That doesn’t mean stocks are...
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Navigating With The R Star
“It’s difficult to make predictions, especially about the future.” – Niels Bohr On November 28, 2018, Federal Reserve (Fed) Chairman Jerome Powell gave a speech at the Economics Club of New York that...
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QE – Then, Now, & Why It May Not Work
Since the beginning of the year, the market has rallied sharply. That rally has been fueled by commentary from both the Trump Administration and the Federal Reserve of the removal of obstacles which...
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What Do Central Bankers Know? 03-09-18
What Do Central Banks Know? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha In last week’s missive, we discussed a critical point...
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Economic Theories & Debt Driven Realities
One of the most highly debated topics over the past few months has been the rise of Modern Monetary Theory (MMT). The economic theory has been around for quite some time but was shoved into prominence...
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Technically Speaking: Will The Next Decade Be As Good As The Last?
In this past weekend’s newsletter we stated: “This short-term oversold condition, and holding of minor support, does set the market up for a bounce next week which could get the market back above the...
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Tips To Consider If You Are At Risk Of Getting A Severance Package
With the current economic expansion already extremely long, even by historical standards, there is a rising risk that record low unemployment most likely won’t stay that way forever. Could your job be...
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You Can’t Get Blood Out Of A Stone
My title comes from Jeremy Grantham’s recent CNBC interview. This remark occurs in a discussion about likely returns from the U.S. stock market. Everyone at Grantham’s firm, Grantham, Mayo, van...
View ArticleJerome Powell on 60 Minutes: Fact Check
On Sunday, March 11, 2019, Federal Reserve Chairman Jerome Powell was interviewed by Scott Pelley on 60 Minutes. We thought it would be helpful to cite a few sections of their conversation and provide...
View ArticleMature Company Stocks Are NOT Bonds
Like many professional investors, I love companies that pay dividends. Dividends bring tangible and intangible benefits: Over the last hundred years, half of total stock returns came from dividends.In...
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Stock Buybacks Aren’t Bad, Just Misused & Abused
There has been a lot of commentary as of late regarding the issue of corporate share repurchases. Even Washington D.C. has chimed into the rhetoric as of late discussing potential bills to limit or...
View ArticleArtificial Intelligence Or Real Stupidity?
It’s hard to go anywhere these days without coming across some mention of artificial intelligence (AI). You hear about it, you read about it and it’s hard to find a presentation deck (on any subject)...
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The Goldilocks Warning 03-16-19
Market Review & Recap The Goldilocks Warning Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud,Seeking Alpha Can you help me? I would...
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After Two Of The Greatest Bull Markets In U.S. History, Why Are Boomers So...
Last week, Jeff Desjardins of Visual Capitalist wrote in a post: “While it’s true that putting your money on the line is never easy the historical record of the stock market is virtually irrefutable:...
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Technically Speaking: A Different Way To Look At Market Cycles
Personal Request: I need your assistance with a new project. We have recently launched a beta version of our new Financial Health App backed by the power and security of Yodlee, AWS, ForgeRock, and...
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Health Is Part Of Your Financial Plan
So, have you scheduled your colonoscopy? How’s the diet going? How much weight have you lost? How many hours of sleep do you get a night? Welcome to client/advisor conversations of the future. And the...
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Has This Cycle Reached Its Tail?
We asked a few friends what the picture below looks like, and most told us they saw a badly drawn bird with a wide open beak. Based on the photograph below our colorful bird, they might be on to...
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Powell Keeps The Bond Bull Kicking
In a widely expected outcome, the Federal Reserve announced no change to the Fed funds rate but did leave open the possibility of a rate hike next year. Also, they committed to stopping “Quantitative...
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The Definitive Guide To Investing For The Long Run
Written by Lance Roberts, Michael Lebowitz, CFA and John Coumarianos, M.S. of Real Investment Advice This complete set of articles discusses the fallacies of always owning stocks for the long run (aka...
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What The Fed Really Said 03-22-19
Market Review & Recap What The Fed Really Said Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Still Need Your Help Last week,...
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