1st Quarter 2022 Market Overview WHAT TO DO WITH A WAR, INFLATION, AND HIGHER INTEREST RATES Investment accounts need resilience, as economic conditions worsen in 2022.  Resilience from inflation.  Resilience from rising interest rates.  Resilience from the fallout of the Ukraine invasion.  The Federal Reserve is signaling six rate hikes this year, possibly totaling 2.50%.  […]

4th Quarter 2021 Market Overview THE DOWNSIDE OF UP There is a downside to a rapidly rising stock market. The age-old idiom of investing, “buy low, sell high” is rendered unattainable in so many circumstances. Valuations become inflated and investors are herded into assets at nose bleed levels. As stock prices approach their zenith, the […]

2nd Quarter 2021 Market Overview The Next Big Thing My son, Jack, is a new investor and he recently asked me, “Dad, what is going to be the next big thing?” This is a meaningful question to address as we move to the second half of 2021. Over the past year, many candidates emerged as […]

3rd Quarter 2021 Market Overview Abundance of Shortages These days, it seems like everything is in short supply. There are not enough workers. Not enough houses. Not enough flights. Not enough cars. Not enough semiconductor chips. Not enough materials. Not enough health care. There is even chatter that toilet paper and paper towels are in […]

1st Quarter 2021 Market Overview The Focus Turns to Inflation The stock market shrugged off the specter of rising interest rates and posted gains for the first quarter. Investors are mainly encouraged by growing prospects for an economic boom. During the quarter, the government finally paid out $1.9 trillion in stimulus checks. Another $2t is […]

4th Quarter 2020 Market Overview Not a Typical Bull Market It was ironic that the harshest living conditions in our lifetimes fostered a bull market for Wall Street. Initially, when the pandemic outbreak sent the S&P 500 down 35% back in March, it seemed 2020 would be a bad year for the market. Little did […]

3rd Quarter 2020 Market Overview The best thing about 2020… Defying conventional wisdom with dizzying volatility, the stock market seems to be immune from the travails of life in 2020. Why is this? The pandemic caused a 35% decline in the S&P 500 but even more astounding, has been the rapid rebound. In just over […]

2nd Quarter 2020 Market Overview A Quandary that Defies Logic It is certain that things haven’t gone as planned in 2020. The stock market always has surprises in store for us and this year has been emblematic of the shocking turn of events. When we consider the worst pandemic in 100 years and the subsequent […]

The reopening of America carries intriguing possibilities in the stock market.  As industries, education, and government restart their vast services, there will be some stocks poised to gain from this process. Favorable investment opportunities could come from areas that were most punished during the pandemic or from companies that are best positioned to provide a […]

1st Quarter 2020 Market Overview Twin Crises It seemed unimaginable that the world could change as drastically as it did in the first quarter. COVID 19 derailed every aspect of our daily lives. In addition to the health crisis, the pandemic ignited a financial crisis that further threatens our mental and emotional health. March was […]