Sector Investing
A sector is an industry classification or grouping of companies sharing common characteristics. The most common...
Read More
Inflation and the Stock Market
In the weeks leading up to the June FOMC meeting, our biggest concern was that the Federal Reserve would risk a policy...
Read More
Does the 4% Rule still work?
When you consider all of the major transitions in your life (off to college, first job, get married, start a family, buy...
Read More
Understanding Expected Return
Would you build a house without blueprints? Of course not, because in attempting to do so you could waste lots of time...
Read More
Is a Roth conversion right for me?
The Roth IRA, named for its principal legislative sponsor Senator William Roth of Delaware, was established by the...
Read More
What is Bond Duration?
As defined, bond duration “is the sensitivity of a bond’s price to changes in interest rates.” Many investors confuse...
Read More
RMDs are Back in 2021
The IRS waits patiently during our working years as we add to our retirement savings held in Individual Retirement...
Read More
Investor Outlook for 2021
Let’s leave 2020 behind. It was, after all, a year marked by the deadly COVID 19 Pandemic, a global economic slowdown...
Read More
Spin-offs, Stock Splits and Repurchases
A corporate action is an event or action taken by a publicly traded company which can impact some of its stakeholders...
Read More
SPACs - A Blank Check
Here is a blank check. Go ahead, take it. Fill in whatever amount you want. I am not interested in the details (if there...
Read More
Market Watch - October 2020
We are pleased to provide you with our quarterly newsletter featuring the status of our investment class weightings, our...
Read More
Elections and the Market
Is there a correlation between presidential election cycles and stock market returns? Yes, there is, however, the degree...
Read More