Financial Planners
The term bubble gets thrown around a lot by market commentators. Pessimistic bears tend to say the market is in a bubble whenever it has gone up since their bearish nature leads them to expect it should be down. But what is a bubble, and how should we use the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_92.mp3Podcast: Play in new window | DownloadWhat is a marketing timing strategy for investing and does it work? Join Nick and Dave as they talk about marketing timing and their thoughts on it. People often ask us if they should sell their stock investments and “wait until the market is […]
People often ask us if they should sell their stock investments and “wait until the market is better.” Market timing as a strategy does not work. In addition to this article, check out our podcast episode on the topic of Marketing Timing. Markets are Generally Efficient That means all the […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_83.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they discuss the 60-40 portfolio. To clarify for people wondering what a 60-40 portfolio is, it is an industry-standard portfolio that contains 60% stocks and 40% bonds. This was considered the Goldilocks portfolio. This is approximately the allocation we […]
As of last Monday’s market close, the S&P 500, the stock index for the largest American companies, entered bear market territory, meaning that it had dropped 20% from the high it posted in December 2021. Several headlines have been talking about the market entering bear market territory. I thought it […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_76.mp3Podcast: Play in new window | DownloadThere are a lot of folks out there right now on financial cable channels, on the internet news outlets, social media, and even print media talking about the markets, the economy, and where things are headed. Most of them are making exciting predictions of […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_74.mp3Podcast: Play in new window | DownloadIt’s hard to believe we are already a quarter of the way through 2022 and what a quarter it has been. Last week our friends at East Bay Investment Solutions published their investment commentary for the first quarter of 2022. They note that the […]
Markets Have Stabilized The S&P 500 and other major stock indices have stabilized in recent weeks. Not only was the Fed announcement expected, but oil prices and other factors have calmed as well. Investors should also remember that the market has performed exceptionally well over the past several years, despite […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_58.mp3Podcast: Play in new window | DownloadIt’s that time again – let’s take a look at where our economy is at the end of the year and what we can expect for next quarter. The stock market is up 24.8% (S&P) from last year. A bull market climbs a wall […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/kitchen_table_52.mp3Podcast: Play in new window | DownloadWe are very excited about this quarter’s client webinar: ESG Investing 101 featuring Professor Apollo D. Lupescu from Dimensional Fund Advisors. Dr. Lupescu explains how to design and implement portfolios that take into account environmental, social, and corporate governance factors. He is a great […]
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