Ep 148 – Will Seasonal Market Patterns Affect Your Retirement?
A lot of people might think it is the Christmas season, but as investors for the past twenty or so
Dave’s November 2023 Market Update
It’s Thanksgiving time, and I have plenty to be thankful for this year as always. Somewhat surprisingly I can count
3rd Quarter 2023 Economic Review and Current Market Update
The third quarter saw most markets give back a portion of their gains from the first half of the year
How Middle East Conflicts Have Historically Impacted Markets
With the recent attacks in Israel on everyone’s minds, our partners at Clearnomics put together this excellent piece on how
Stocks and Interest Rates
A client asked me last week why the stock market goes down when interest rates are rising. This is a
2nd Quarter 2023 Economic Update and Market Review (article)
The first quarter of 2023 was largely positive for the markets, but not positive enough to make up for the
Ep 112: Thoughts on the Silicon Valley Bank Failure
Last Week Silicon Valley Bank collapsed. Nuveen’s asset managers noted it was the fastest bank failure in history, the result
1st Quarter 2023 Economic Update and Market Review
We have the messy year that was 2022 in the rearview mirror and we’re looking ahead to 2023. Inflation, Federal
Roth Conversions in a Down Market
As the old cliché says, when life hands you lemons, you need to make lemonade. The market has been sour
What is a Market Bubble?
The term bubble gets thrown around a lot by market commentators. Pessimistic bears tend to say the market is in