equity markets

August 14 2017

Can North Korea Impact Your Nest Egg?

Below is a synopsis of this investment report:

President Trump’s “fire and fury” remark this week that targeted North Korea injected volatility into a stock market that has otherwise been relatively quiet this summer.
Any military response will most certainly cause volatility to rise in global equity markets, but the risk of material impact to the U.S. economy is very low.
Investing in stocks can be tough at times because to be successful over the long run, an investor must learn to be comfortable with uncomfortable investments.

For full access to the investment report titled “Can North Korea Impact Your Nest Egg?”, please contact us.

December 19 2016

Below is a synopsis of this investment report:

A “Santa Claus rally” is the phenomenon of equity markets trending upward during late December.
Tax planning, holiday bonuses, and buying in anticipation of a rise in stock prices during the month of January are just a few theories behind these rallies.
There are an infinite number of reasons why stocks will rise or fall in a matter of days.

For full access to the investment report titled “Will We See a Santa Claus Rally”, please contact us.

February 25 2016

Below is a synopsis of this investment report:

The energy sector has been a major source of volatility in the equity market over the past 18 months.
Only the strong survive in the wild, and the same applies in the business world. Too many weak oil producers exist and must be eliminated.
Expect bankruptcies and acquisitions in the energy sector to ramp up, but keep in mind that it’s a good outcome for the industry and our economy.

For full access to the investment report titled “The Strong Will Survive”, please contact us.

September 16 2015

Below is a synopsis of this investment report:

Volatility exploded this week across global equity markets as investors ran for safety over fears of China’s economy, commodity prices, and interest rate speculation.
Whereas traders who worry about the short term market movements interpret these as reasons to sell, long-term investors should view them as reasons to stay invested.
Despite the surge in volatility, what has not changed over the past two weeks is the risk of a recession in the U.S. economy, which continues to remain very low.

For full access to the investment report titled “You Say Tomato, I Say Tomato”, please contact us.

June 30 2015

Below is a synopsis of this investment report:

Record margin debt seems to make the headlines every few months, and fear mongers are quick to point out that this is a predictive indicator of a future equity market crash.
Margin debt can exacerbate a sell off, but there is absolutely no statistical evidence that margin debt levels can predict an equity market decline.
Although the use of margin debt is never recommended in a conservative portfolio, investors are urged to ignore the rampant fear in such a meaningless data point.

For full access to the investment report titled “Fear Mongers Love To Talk About Margin Debit”, please contact us.

December 9 2014

Below is a synopsis of this investment report:

Investors who have sat on the sidelines since the financial crisis have earned no income in cash and watched the S&P 500 more than triple in value.
Fear mongering is everywhere, particularly on the Internet and in the media, because those who crave attention know that it’s easier to scare than to educate.
Since data often speak louder than words, here are some fun facts to remember the next time you encounter a baseless conspiracy theory.

For full access to the investment report titled “A Holiday Gift For Everyone”, please contact us.

September 3 2014

Below is a synopsis of this investment report:

Several market participants believe that a correction in the equity market is imminent, solely because we have not experienced one in almost three years.
One possible reason why a correction has eluded the market could be that it has paid to buy the dips in equities, and investors that have supported the market by doing so have profited nicely.
If the strategy of buying into market dips continues to work, we may not see a correction for some time as long as the economic data continue to point to slow and steady growth.

For full access to the investment report titled “An Explanation For Why We Haven’t Seen A Market Correction “, please contact us.

August 30 2014

Below is a synopsis of this investment report:

Several market participants believe that a correction in the equity market is imminent, solely because we have not experienced one in over two years.
Corrections are regular and healthy components of equity markets, but the notion that they occur on a regular basis is incorrect. History proves that they are far less prevalent during bull markets.
These dips in equity prices are completely unpredictable, and investors who are waiting for a correction as an entry point could end up watching the S&P 500 continue to climb higher.

For full access to the investment report titled “Corrections Are Not Predictable”, please contact us.