Broker Check

Blog

Friday, November 4, 2022

Halloween just passed and I saw holiday decorations already going up. It also ‘Tis the season’ for the best returns in financial markets.  As the chart below shows, November and December have a history of positive...

Monday, October 24, 2022

Folks,Another piece of good news from the federal government this week.The new income tax brackets and standard deductions have come out and they have increased to account for inflation.  The higher standard deduction will help to...

Tuesday, October 18, 2022

Folks,In the midst of all the negative news about the economy and the market, we got a bit of good news on October 13th.The Social Security Administration announced that the cost-of-living adjustment for 2023 will be 8.7%, the...

Tuesday, October 4, 2022

In my September 2022 Monthly Outlook, I included this chart and highlighted my concern that we might retest the June low in stocks (3,636 on S&P 500). Well it turned out I was right as stocks fell hard and ended September at 3,585 on...

Friday, September 2, 2022

In my August Monthly Outlook I stated that I was skeptical of the strong rally we saw in the stock market during July.  That rally continued almost unabated during August.  Right up until 8/15 when stocks hit their 200 day...

Show All

Monday, August 1, 2022

The end of July finished quite strong with a great deal of optimism.  Optimism in the Fed’s ability to handle inflation, optimism in the long-term picture for technology stocks, and optimism in the equity markets to rally in...

Wednesday, July 6, 2022

“Been dazed and confused for so long, it’s not true...Lotsa people talkin’, few of them know...Don’t know where you’re going, only know just where you’ve been…” - Dazed and Confused, Led...

Tuesday, June 7, 2022

Folks,I hope everyone is well and gearing up for some summer fun.  My oldest granddaughter, Isys, will be visiting for a few weeks this summer and interning in my office.Our transition to Kestra is proceeding apace, and most of...

Monday, May 2, 2022

Monday, April 4, 2022

Tuesday, March 8, 2022

Tuesday, March 1, 2022

Thursday, February 24, 2022

Tuesday, February 1, 2022