Blog
Thoughts on the bond market
As the 10-Year US Treasury yield closes in on 5% for the first time since 2007, people are beginning to ask if rates will continue to rise. Yes, the last time we saw long term yields this high, it was 2007 and Prince played...
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Weekly Market Insights: Stocks End Summer with Gloomy News
Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...
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Holding Two Opposing Truths
Dwight talks about the NASDAQ performance, its future, and how investing involves being aware of opportunities and dangers at the same time.
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The Alarming Signal from a Little-Known Accounting Measure
What is the M-Score and why is it relevant to investors in the stock market today?
Read MoreThe Productivity Puzzle and the Role of AI in Our Future
As a fiduciary wealth manager, it is important to understand the impact of productivity growth on the economy. Productivity growth, achieved by generating more output from the same amount of work, holds the key to a prosperous future....
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My new designation: Registered Social Security Analyst, RSSA®
I recently complete the coursework and passed the examination to become a Registered Social Security Analyst®. I explain why obtained this unique designation and its advantages.
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The S&P 500 -vs- The US Economy
As the summer of 2023 begins, market strategist and economists continue to handicap the likelihood of a US recession. The consensus now seems to be that we will experience one starting somewhere in the second half of the year,...
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Timing Isn't Everything: The Pitfalls of Market Timing
What do the statistics say about average investor's ability to time the market? It's not pretty. Long term average returns of mutual fund investors based on real world data from DALBAR's annual QAIB report demonstrate this.
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The Most Unloved Bull Market in History?
What is a bull market, and more importantly, who determines if we are in one?Technically speaking, a bull market is defined as a 20% gain in a stock market index, such as the Standard & Poor's 500, from a closing low.So are we in one?...
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When Your Spouse Dies, How Does Social Security Work?
A brief outline of how social security works for surviving spouses.
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What is the end-game for Regional Banks and why it matters
The Regional Banking Crisis may be the canary in a coalmine for the economy and thus the direction of interest rates.
Read MoreThe CPI craters
This morning's CPI print of .1% surprised most market watchers as some "inflationists" were expecting .5% and consensus was at .3%. So, this is easy math. That's annualized inflation of 1.2%. That's right...1.2%. Wow! Now,...
Read MoreWhere Oh Where Does the S&P Go?
Yogi Berra once said: "Predictions are always diffcult, especially when it's about the future."So, please keep this in mind as the short answer is nobody really knows. However, if we take a look at the two determing factors of...
Read MoreA Bipoloar Market in 2023 - Keep things in perspective
As the captial market strategist, money managers, and Fed watchers battle over whether higher than average inflation is in a secular uptrend (i.e. longer term) or is transitory and heading back to 2% or less, it is important to keep in...
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