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Friday, February 26, 2021

The stock market has had a strong start to the year, but recent all-time highs followed by volatility in closely watched sectors appear to be fueling fears of an imminent correction. Will one happen, and if so, when?

Friday, February 19, 2021

The risk of ignoring diversification is rarely worth the reward. One of the most infamous stories in modern history can remind us of the inherent dangers of concentrated positions in a portfolio.

Friday, February 12, 2021

Meme stocks, cryptocurrencies, and Elon Musk tweets continue to dominate page one headlines. But there are far more important stories and trends developing that are being ignored by the media.

Friday, February 5, 2021

Meme stock mania continued this week, and investors don’t appear to be laughing. Could this movement create enough momentum to fuel another dot-com style bubble, and if so, when could it burst?

Friday, January 29, 2021

On January 6th, shares of Signal Advance (ticker: SIGL) closed at $0.60. The next day, Elon Musk tweeted “Use Signal” to his loyal followers, and the stock closed at $3.76 for a jaw dropping gain of 627%. There was just one...

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Friday, January 22, 2021

Last year will go down as one of the worst ever for economic activity but also as one of the best for markets. These two extremes expose a paradox facing investors that likely isn’t going anywhere anytime soon.

Friday, January 15, 2021

The decision by large technology companies to ban President Trump and Parler created a firestorm of controversy this week. Could this be the tipping point for Big Tech, and if so, what are the implications for shareholders?

Friday, January 8, 2021

Joe Biden is going to be the next President of the United States, and it appears that the Democrats will also win both the House and Senate. How will this “blue wave” impact investors, and what can they do to prepare for this sea change?

Friday, December 18, 2020

Active vs. Passive Active investing attempts to outperform a benchmark or mitigate a risk. For example, a manager aiming to beat the S&P 500 may own a higher percentage of technology stocks than the S&P 500 if her analysis concludes...

Friday, December 11, 2020

It’s that time of year when investors anxiously await predictions from the brightest minds on Wall Street. What can we learn from this prestigious group, and will they bring good fortune?

Friday, December 4, 2020

Investors appear to be breathing a collective sigh of relief after news that more than one COVID-19 vaccine is days away from regulatory approval. But is the stock market getting ahead of itself?

Friday, November 20, 2020

Milestones Google provides a service called Trends1, which graphically displays the popularity of a search phrase over time. The chart below is a trend report on “Dow 30,000” and the blue dotted line indicates that recent...

Friday, November 13, 2020

It’s Back The chart below depicts the meteoric rise in bitcoin this year. As of November 12th, one bitcoin will cost over $16,000, which is a price the world hasn’t seen since late 2017. This has prompted more than one...

Friday, October 30, 2020

Hurdles Tax policy has taken center stage in the final days before the U.S. presidential election. The polls show Biden with a commanding lead, and many investors fear this will result in higher taxes. However, there are four hurdles...

Friday, September 18, 2020

Technology has a long history of disrupting industries by replacing human labor with machines and software, and financial services is not immune. Will the surge in “robo investing” replace traditional advisors one day?

Friday, August 7, 2020

Rising stock prices can create challenges for companies and investors. To alleviate these high-class problems, boardrooms often authorize a stock split. What exactly is a stock split, and how does it work?

Friday, July 10, 2020

The uncertainty facing investors has arguably never been higher. While this may be viewed as a harbinger for safety, this is also when opportunity is the most abundant for patient investors with a strong stomach.

Friday, May 29, 2020

Back in October, Charles Schwab announced that they are eliminating commissions. There are no free lunches in this business, so how are discount brokers like Schwab making money if what they broker is now free? No Free Lunch...

Friday, May 1, 2020

April will go down as one of the worst months ever for economic activity. It will also be remembered as one of the best months for stocks. This paradox has many perplexed. Who could be buying right now with so much uncertainty? Recent...

Monday, April 27, 2020

Last year was a banner year for U.S. stocks. All sectors within the S&P 500 generated double-digit returns. Now that the stock market continues to reach new highs, is it time to ring the register? Nothing Lasts Forever Last year was a...

Friday, March 27, 2020

Many feel that our country is at war. If we run with this metaphor, then what matter most right now is some sign that we are winning the war. There are two current developments that could turn the tide. It’s War “May you...

Friday, March 20, 2020

When asked how “the market” is doing, the question invariably refers to the performance of the S&P 500 index. However, the stock market and any index that tracks it are rarely appropriate benchmarks for investors. The...

Friday, March 6, 2020

The surprising level of panic from the coronavirus pandemic is reminiscent of 2008. Is this a warning sign to investors that another financial crisis is on the horizon? Another Crisis The coronavirus pandemic has sparked an...