Well that was an interesting quarter. The second quarter of 2020 brought us the fastest selloff into a bear market in history, which subsequently turned out to be one of the shortest in history. Equities…
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The Economy Is Not The Stock Market
So here we are….in the middle of a global pandemic. Unemployment in the US is hovering around 15%. Businesses are struggling to remain viable. Hundreds of thousands of families…probably millions …are concerned they won’t be…
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Reflections on the Pandemic So Far
We are currently somewhere around day 60 of our family’s quarantine during the pandemic, and the country is inching closer to reopening. Over those 60(ish) days I worked remotely from home, and held a TON…
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Market Update: Q1 2020
Well here we are….one quarter into 2020, and the risk event we’ve all been waiting for has finally arrived. Volatility as measured by the VIX Index touched all time highs over the first quarter as…
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The CARES Act: Implications for Individuals
As I’ve written about on the blog and covered on the podcast recently, the CARES Act is a big piece of legislation. (Remember….the total package is $2.2 trillion!). We’ve covered several sections of the bill…
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Where Do We Go From Here? Market Thoughts & The Risk of Financial De-Leveraging
Well that escalated quickly. We are now officially in the second fastest bear market on record. Bear markets become official when stocks fall 20% or more from their peaks. Ordinarily this takes months to play…
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Coronavirus is Spreading…..Markets are Plunging…..Is it Time to Panic?
**Update: I wrote this draft on Saturday, and since then oil has dropped 30%, circuit breakers for the U.S. stock market fired this morning, and the 10-year U.S. bond yield has fallen below 0.5%. The…
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Market Update: Q4 2019
Picture what you were doing on January 1st of 2019. Maybe you were getting an early start on your fitness goals for the year. Maybe you were up early, ready to take in some New…
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Cash is King: Competitive Pressures in the Brokerage Industry & How to Get a Decent Yield
If you’ve been paying attention to financial headlines or the brokerage industry at all, you may know that competitive pressures have been heating up recently. Last year Charles Schwab announced it was reducing commission rates…
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Is Index Investing Really a Bubble?
Back in September, Bloomberg published an article about index investing that made a few waves. If you read the book or watched the movie “The Big Short”, you might remember Michael Burry. He’s the former…
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