Broker Check

813-875-5800

Client Blog

Monday, September 14, 2020

 

Friday, September 11, 2020

It is difficult to believe that today is the 19th anniversary of 9/11. Our thoughts and prayers are with the friends & families who lost loved ones. THE MARKET The market fell 10% off the high a few days ago and appears like it wants...

 

Monday, July 27, 2020

We, like many fundamental and technical analysts continue to wonder how and why these markets continue to move higher and higher. Two confirmed reversal signals were spotted a few days ago and were totally negated on Monday, the 20th....

 

Friday, June 12, 2020

The sell-off yesterday (June 11th, over 1800 points) was no big surprise to us. At the beginning of the month, we sent a letter to our in-house clients “warning” we were expecting a pull-back due to the market being so...

 

Tuesday, May 26, 2020

WHAT TO DO? For those nearing retirement or risk-averse, we suggest an allocation of bond funds and cash. If you wish to continue some equities exposure (to capture any possible continued up-move/growth) look at the large cap blend...

 

Show All

Wednesday, May 13, 2020

To say there has been a great deal of turmoil in the market/economy would be a gross understatement to say the least. Unprecedented is the correct word!!!! Many economists are cautioning a “double-dip” recession could...

 

Thursday, March 19, 2020

Our country, our economy, the market and for goodness sakes “all of us” are experiencing an unprecedented, “very scary” time in our lives. In my 34 years working with the stock market, I (along with many known...

 

Wednesday, March 11, 2020

The Media continues to frighten the public and investors hence the market trading up and down 1000 points. It even went so low on Monday (03-09-2020) that the market had to stop trading for 15 minutes. Of course, the media is enjoying...

 

Friday, February 28, 2020

One of the worst weeks that we have seen since October 1987. We are here, you are there, and we are all in this together, and yes, this has been painful to all (including us). Today, the market was down 16% from the high earlier in...

 

Monday, February 24, 2020

As we have previously mentioned, this year most likely would experience some “vigorous” Ups and Downs.” Today (please see attached chart) certainly fits this description being off nearly 1000 points. Of course, the...

 

Monday, December 16, 2019

We hope everyone had a great Thanksgiving and the scale remains a friendly foe! The market has been on a “tear” upwards since mid-October, continuing to make new, all-time highs. The question now, is “how long will...

 

Tuesday, October 29, 2019

There’s quite a bit of negativity in the news these days. Whether it’s a global manufacturing recession, an endless trade war, geopolitical conflict in the Middle East, or possible impeachment, investors have fair reason...

 

Thursday, October 10, 2019

Since early June, the Dow has traded in a roughly 2000 point trading range and the S&P in a 500 to 200 point range and currently has no discernable direction. However, markets typically do not continue in a range much longer than we...

 

Friday, September 27, 2019

Here are 5 things to consider... 1. Safety First Insurance company financial ratings do matter if you are buying a guaranteed fixed rate or fixed index annuity when it comes to guaranteeing your future benefits and/or income....

 

Tuesday, August 27, 2019

The market has become extremely “head-line” driven lately. Primarily due to the China trade/tariff rhetoric. One day the president says we are “close to deal” and the market skyrockets, the next day he says...

 

Thursday, June 27, 2019

It is quite understandable many folks worry about running out of money in retirement, especially since no one knows how long they will live and what future costs will be. Go figure! There are several ways to increase your odds in...

 

Tuesday, June 4, 2019

The Economy: There has been no significant change in the economy since our last post of May 14th. The yield curve remains “flat” and there are “rumors” the Fed may “reduce” interest rates. The...

 

Tuesday, May 14, 2019

The Economy: GDP is holding firm with a bias to the upside (currently around 3.3%), Unemployment is at “historical” lows, the jobs “participation” rate continues to climb, inflation is a “non-event”,...

 

Tuesday, June 19, 2018

As all of you are aware, the market has been very volatile since “topping out” following an “all time high” on January 26th and the subsequent low in early February. Since then, the market has basically gone...

 

Wednesday, March 21, 2018

The Dow Jones market index formed a “wedge” over the past several weeks and based on technical analysis, the typical resolution to this formation is a significant “break” out of the “nose” of the...

 

Friday, March 2, 2018

Our Feb. 21st Blog pointed to Resistance around the 25400’ish level and the market reached that level on Feb. 27th and has since turned downward. As this is being written, the market is currently down to 24300 and has been as low...

 

Wednesday, February 21, 2018

Last Friday ( 2-16) was stopped at a major resistance level and has not been able to climb above it as of today (2-21). If it does, we will most likely see a re-test of the Jan 26 “all time” high. Conversely, if the S&P...

 

Thursday, February 8, 2018

Stocks have violently declined and risen in recent days amid investor concerns about possible higher inflation and rising interest rates. Market returns have been very strong for a long time and for good reason. Our economy is...

 

Friday, February 2, 2018

Good Friday to all. Well, as I post this, the market is down 603 points (down 4% from the market high). Is this the end of the world???? No, it is not, our economy is doing better than it has for many years and believe it or not, the...

 

Friday, January 19, 2018

With the exception of a minor flat period from mid-October lasting until latter part of November and for about two weeks in December of last year, the market has done nothing but go up. We are now in 4th quarter 2017 earnings...

 

Thursday, August 11, 2016

We believe the market is at a critical “pivot” point (the 18600’ish level). The talking heads on TV continue to say the market “is making new highs”. What they are not sharing is it is doing so on...

 

Friday, June 24, 2016

As this was written, our market had fallen dramatically due to the market upheaval caused by Britain exiting the European Union (EU) (aka Brexit). For those that did not react to our June market letter that suggested a “dual...

 

Wednesday, July 29, 2015

On Monday, July 27, 2015, the Dow tested its July 7th low (17465) and actually went a bit lower to 17399 however, the other major indices did not reach their respective July 7th lows (except the small cap index, the Russell 2000). July...