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Tag Archives | stock market

Bad World News, Good Market News

Most clients I have met with recently show surprise when I tell them the first half of the year was a good one for investors. As one client said, “How is that possible with all the problems in the world?” She ticked off the unrest in the Middle East, ISIS, our strained relations with Russia, […]

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What Not To Do In a Long Bull Market

March 9, 2017, was the eighth birthday of the bull market in the US S&P 500. In its lifetime it gained 314.4%, an average annual return of 19.4%. This raises a question as to how much longer it will last. An article posted on MarketWatch.com, “Seven Signs We’re Near a Market Top and What to […]

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Market Surprises No Real Surprise

You know we are in a long-running bull market when you see people at the gym keeping one eye on their smart phones to see if the Dow Jones Industrial Average has finally breached the 20,000 mark. With so much uncertainty at this time last year, nobody could have predicted double-digit returns on U.S. stocks […]

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Investing for Ups and Downs in the Economy

“What do you think the future holds for the economy and stock market?” When someone asks me this, my usual answer is, “I have no clue.” My expertise is in personal financial planning and investing, not economics. Few investment advisors are formally trained economists. Most of us know just enough about economics to be dangerous. […]

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When Doing Nothing is Investment Strategy

A few weeks ago, when the US markets started dropping dramatically, a reporter for The Wall Street Journal called. He asked me if I had received any calls from worried clients. I told him I had heard from 5% of my clients. “What changes in their portfolios are you making?” he asked. “I’m not making […]

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