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Oil Stocks New Bull Market & Joint Advisor Support
Oil Stocks New Bull Market & Joint Advisor Support
Read MoreThe War and Oil Prices
Hello Again, The Iran conflict continues to threaten the global oil supply. The Strait of Hormuz has effectively been closed, and now various energy production facilities in that region of the world are being turned into cannon fodder...
Read MoreProtect Yourself From Scammers!
Hello Again - I’ve been wondering what to write out about, and then suddenly someone dear to me was scammed! How terrible is that? After hearing the details it was a reminder that it could happen to any of us and that most of us could...
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New Home Market Remains Solid!
Hello Again - It’s all too easy to get the jitters about the economy when stocks slide for a few days right? We suddenly start to wonder if the doom and gloomers on the internet might be right after all. This here is my reminder to you...
Read MoreBack to the Charts- The Bull Market Continues!
Hello Everyone - For now the Bull Market in stocks is alive and well. 5-10% corrections like we are currently experiencing are very normal. Our general strategy remains unchanged at this time. That is: Long-term money should stay the...
Read MoreInvest in the USA!
Hi All - Let’s talk about investment strategy today, but let’s add a little twist. Let’s talk about what I’m not really fond of. One of those would have to be international stocks and bonds. I really don’t like to put much money there...
Read MoreStrong First Quarter!
Here is some excellent research by Sam Stovall over at CFRA Research. They asked the following question: If the broad stock market has a really strong first quarter, what typically happens for the remainder of the year? The results are...
Read MoreThe USA is the Place to Invest for Growth!
Hello Again - The United States is the place to invest for growth! Freedom is a powerful force, and people from all over the world want to come here. More people means more demand, and more demand means more production of goods and...
Read MoreNew Technologies AI & Bitcoin
Hello Again - I’d like to talk about some new ideas today, but first let me share a story. I got into this business in January 2000. The stock market had been surging for 5 years as new technologies were coming onto the scene like the...
Read MoreBack to the Charts - It’s Looking good!
Hello Again - The stock market is rising. Below is a graph of the Dow Jones Industrial Average (The Dow), ever since the great recession back in 2008. So many economic events have happened, yet the market keeps plugging along. And...
Read MoreStay Vigilant!
Hello All - I have been talking about a soft landing in the economy for a couple of years now, and finally the rest of the media and talking heads are drawing the same conclusion. As a result…..the stock market is popping! Here is my...
Read More2024 Investor Outlook!
Hello everyone and welcome to 2024. I’d like to talk about my market outlook. Please understand, outlooks are not precise. Ten different analysts may give you 10 different outlooks. Nonetheless, here is mine. Context (This is the Main...
Read MoreStocks Boom to New All-Time Highs
New Highs in the Dow Jones Folks! This is what I have been talking about! Now we need bond prices to recover! Mike
Read MoreDow Jones Closes Over 36,000
Hello Again - I can’t help but send out one more note this week. Let’s look at this chart below (If you cannot see the charts, then try right clicking and choosing “show pictures”). This chart shows the price of the Dow Jones...
Read MorePotential Year End Tax Deduction
Hello all, the end of the year is coming up fast. We have to act now if we’re going to do this at all. In Non-Retirement investment accounts, the law still allows for a $3,000 tax loss expense if we can capture it before the end of the...
Read MoreNew Employee
Hello Everyone - I would like to introduce to you our new hire Carin Rezac. She joined us recently in an administrative and client services role. She brings with several years of this type of experience and has some banking experience...
Read MoreStock Rally Continues!
Hello Again - Today’s Consumer Price Index report (The CPI) came in better than expected. It suggested that inflation month to month was zero, and that year over year it was down to just 3.2%. The Fed’s target for inflation is 2%, so...
Read MoreStock Market Retests the Breakout!
Hello Everyone - I just have to acknowledge the extreme volatility in the stock market recently. Stocks were down a whopping 6% during the 2nd half of October. Now in just the past 5 days it has recovered pretty much all of it. What a...
Read MoreSideways for Now!
Hello Everyone - Below see a chart of the Dow Jones Industrial Average (The Dow) since the lows of Covid back in March/April 2000. The Dow bottomed near 18,000 back then and then doubled to over 36,000 by December 31st 2021. That means...
Read MoreThe Long View is Looking So Bright!!
Hello Again – Some of you may remember the 1980’s smash hit by ZZ-Top “the Future’s So Bright I Have to Wear Shades”. It may not be obvious yet, but I think that song would be very fitting for the next several years. And I believe at...
Read MoreAre Some of Your Investments Lagging this Year? Then Read on!!
If some of your stock funds seem like they are lagging this year, then it could be explained by something called beta. This means that some stocks or groups of stocks tend to be more volatile than others. For instance, the Dow Jones...
Read MoreThe Economy Is Strong!
Many are surprised by the economy's resilience. Not us! The economy is strong and probably going to stay that way for some time. Freddie Mac says the USA is short by nearly 4 million homes. Those homes are going to have to come from...
Read MoreAnother Big Day Up!
The Dow Jones Industrial Average was up 428 points today as the upward trend continues. This is the big story for long-term retirement investors folks! If you stopped buying in 2022, then it’s time to start again. Fund your IRAs and...
Read MoreThe New Bull Market and Your Financial Plans!
Hello Everyone - The stock market is rising. Certain technology stocks moved first, and now the rest of the market is starting to follow suit. As you know, I have been waiting for this. I believe this is the beginning of the next great...
Read MoreThe New Bull Market!
Hello Everyone – I want to leave you all with a positive message as we enter the long weekend. The S&P 500 stock index bottomed back in October 2022, and continues to trend higher to this day. It’s slow, but it is happening (see chart...
Read MoreWhat Could Go Right Here?
Hello Again – Today we’re gonna talk about “What could go right?”. I have been and continue to be optimistic. But why? People ask me this all the time, they say Mike, I just don’t understand your level of optimism. And I get it. At...
Read MoreBack to the Charts......Are we getting close?
Hello Again, so glad tax season is behind us. Just a quick note to let you know that the stock market continues to act positively. It’s up big today. See the blue line below. The S&P 500 is right back up against it rubbing it yet again...
Read MoreAnother Good Sign!
Hello again everyone - We are ending this week on a very positive note! The S&P 500 finally closed above my special indicator line. This is the first time in 12 months that it has done this. This is just another indication that the...
Read MoreInflation & Stock Market Update
Hello Again - The CPI for March was just 1/10th of 1% increase month over month. That’s a nice low reading. Year over year it is still 5%, but that’s still the lowest year over year reading in 2 years. In other words, the interest rate...
Read MoreTax Due Date
Hello Everyone – Just a reminder that the US Tax deadline for 2022 taxes is next Tuesday April 18th . This means you need to have your taxes filed on or before that day. It’s also the deadline for funding any IRA or Roth contributions...
Read MoreStocks are Rising!
Hello Again – It’s time to turn back to the charts because things are happening fast. This here is a chart of the S&P 500 (The S&P). This represents the stock price of 500 of the biggest publicly traded stocks in America, and it’ my...
Read MoreHow Much Time Does your Money Have?
Hello Everyone – With recent bank news I’m getting lots of concerned emails and phone calls, and I want you to know that I see them all. I encourage you to reach out because it’s real easy to feel like you are all alone in this and...
Read MoreRates Keep Rising!
Hello Everyone, Just a quick note to tell you that we are seeing 18 month CD rates at 5.4% today. That’s the highest I’ve seen in years and years. Subtract your advisory fee rate from that and that’s what we can net for you. For...
Read MoreMike's 5-Point Financial Plan
Hello Again - It’s March 1st today folks, and my how time flies. This is my 23rd year in the business and it’s still exciting for me. The down markets are no fun, but time seems to take care of those if we just stick around awhile! So...
Read MoreRetirement Account Rules to Consider
Hello Everyone – Financial markets have perked up quite a bit in the past 4 months. Many different stock indexes have rallied as much as 15-20% off the lows so far. Just in the first 25 trading days or so of 2023, the S&P 500 is...
Read MoreIs Patience Paying Off!!
Hello Everyone – I will keep this very short. Look at that S&P 500 go! We have not flashed a full fledged Green yet, but it won’t be long if this keeps up. Stay tuned. I have been waiting for this, and this is why I try to keep our...
Read MoreKeeping our Client's Costs Down while also Investing in the Business
Hello Everyone – As you all know by now, inflation has caused price increases on so many goods and services. But the good news is this…….not so much here! Our fee rates have stayed the same for years, and the total cost to do business...
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