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Our Strategy For Getting Through This Market Volatility

The fears surrounding the COVID-19 virus continue to spread and the extent of its impact on the global economy is uncertain. Certain industries and sectors will suffer more due to cancellations, travel restrictions or outright travel bans. Add in the severe drop in oil prices due to production disagreements between Saudi Arabia and Russia, the collapse in bond yields due to a flight to safety in Treasury Bonds and the result is a declining market that has officially entered correction territory. We believe in having a plan and a strategy to help deal with fear…
Ashley Thompson
March 13, 2020
Stories

Demographics and Your Investing Success

We have all been hearing this for years… how the aging baby boomers will impact our economy. Here is a chart that illustrates the potential impact. The “baby boomers” are getting old! They will draw on our resources like no generation has done before them. They are collecting social security benefits and are likely to draw them for a long period as their life expectancies are likely to extend past previous generations. They are using Medicare benefits and are likely to use the benefits for a long period of time. Also, most of the medical…
Bruce Freides
May 21, 2019
Stories

I’ve Been Following This Strategy…

“I moved my retirement account to the money market sub-account when my account dropped more than ten percent in 2015. I read that is what you are supposed to do.” When did you re-invest your retirement account? (more…)
Bruce Freides
May 21, 2019
Stories

Twelve Years with No Gain

Do you have an investment strategy that can survive twelve years with no stock market gains? Is your basic investment strategy to invest in some sort of index fund that follows a market index? (more…)
Bruce Freides
May 21, 2019
Stories

The Big Just Keep Getting Bigger

Below is a diagram from Ritholtz Wealth Management that shows the top five companies by market value of the Standard and Poor’s 500 Index and compares them to the smallest 282 companies of the same Index. (more…)
Bruce Freides
May 21, 2019
Stories

The Rich Guys

If you have traveled around the country a little, you may have toured the “estates” of some rich corporate barons from the past. The Carnegie Mansion, the Biltmore Estate, The Getty Villa, etc. These gentlemen made their money from the manufacture of steel or the pumping of oil. Other historically wealthy men made their wealth from real estate, mining or many other areas. (more…)
Bruce Freides
May 21, 2019
Stories

One Trillion Dollars

On August 2nd of this year, the market value of Apple (AAPL) exceeded the one trillion-dollar mark. For those of you who are numerically challenged, that figure is $1,000,000,000,000.00. The market value is the number of outstanding shares multiplied by the market price per share. (more…)
Bruce Freides
May 21, 2019
Stories

October = Market Volatility?

In case you haven’t noticed, we have experienced increased market volatility in October. What is going on? Why is this happening? Will it continue? Let’s review what has happened recently in the markets and our economy: (more…)
Bruce Freides
May 21, 2019