Interest Rates and Your Portfolio

Interest Rates and Your Portfolio

April 6, 2023 Everyone has an opinion on what the Federal Reserve should do with interest rates during their next meeting in May. Analysts and economists are dissecting every word said by Fed officials trying to get a head start and advantage before any announcement...
The Randomness of the Markets Explained

The Randomness of the Markets Explained

March 10, 2023 Last month we looked at the different sectors of the US stock market and could see the variability of returns of each sector from month-to-month and over the longer term, from one year to the next. This month, we are looking at different asset classes...
Sector Flip Flop

Sector Flip Flop

  February 15, 2023 Many investors will look at historical returns to determine what may be a profitable investment for the future. This could be choosing a stock, fund, or sector of the market to invest in. When looking at historical data, it can be easy to...
Fear of Missing Out, Part II

Fear of Missing Out, Part II

Almost 2 years ago in our March 2021 newsletter, we discussed the fear of missing out when investing. This was a time when cryptocurrency and MEME stocks were all the rage and made the idea of investing seem like an easy way to get rich. Did they get rich? For most...
Predictions and Hindsight

Predictions and Hindsight

January 4, 2023 2022 was a difficult year for investors. Both the stock and bond markets have entered bear market territory and many investors are looking for some relief as we start 2023. As stock market predictions come in for 2023, we caution investors about...