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 …
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 …
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.” …
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 …
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 …
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 …
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 …
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 …