Blog

Wednesday, February 14, 2024

Dwight talks about the stock market and interest rates and the two opposing opinions surrounding the current and future state of both.

Saturday, December 9, 2023

Dwight discussed seven things that can put your retirment plan at risk and how to avoid them.

Wednesday, October 11, 2023

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...

Saturday, September 30, 2023

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%...

Thursday, August 24, 2023

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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Thursday, August 10, 2023

What is the M-Score and why is it relevant to investors in the stock market today?

Tuesday, July 18, 2023

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....

Friday, June 30, 2023

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.

Thursday, June 8, 2023

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,...

Thursday, May 25, 2023

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.

Tuesday, May 23, 2023

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?...

Tuesday, May 16, 2023

A brief outline of how social security works for surviving spouses.

Friday, May 5, 2023

The Regional Banking Crisis may be the canary in a coalmine for the economy and thus the direction of interest rates.

Wednesday, April 12, 2023

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,...

Wednesday, April 5, 2023

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...

Tuesday, March 28, 2023

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...