January 28, 2019

January 28, 2019

The Markets Like competitors who’ve completed a difficult section in an endurance race, U.S. stock investors took a breather last week. The Standard & Poor’s 500 Index, which has gotten off to its best start since 1987, ended the week with a slight loss, while the...
Millennials, Money, and Misconceptions

Millennials, Money, and Misconceptions

I recently attended a webinar entitled “Millennials, Money and the Active Pursuit of Happiness.”  I must admit the title intrigued me and so I registered.  This was a webinar based on the research recently completed by Wells Fargo and a study they conducted...
January 22, 2019

January 22, 2019

The Markets We’re off to a good start. Investors who remained steady during December’s wild ride are probably pleased with their decision as stocks have gotten off to a strong start in 2019. Unfortunately, those who reduced their exposure to the asset class may be...
January 14, 2019

January 14, 2019

The Markets People love rules of thumb. Sometimes, mental shortcuts are helpful. Other times they are not. When it comes to investing, seasonal shortcuts are not uncommon. In fact, January boasts two: The January Effect explains why U.S. smaller company stocks tend to...
Smiles of 2018 from Google (of all places!)

Smiles of 2018 from Google (of all places!)

  Last week I received a welcome surprise from my phone.  Maybe you received a similar thing.  There it was, an email from Google containing a video they composed called “Smiles of 2018.”  I have my photos stored automatically to the cloud, so I never have to...
January 7, 2019

January 7, 2019

The Markets Investors will think of the last quarter of 2018 for years to come, but they won’t remember it fondly. The Economist described it like this, “After a rotten October and limp November, the S&P 500 tumbled in value by 15 percent between November 30th and...