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I hope your summer is off to a great start! I've been enjoying being a first-time grandmother and starting anew by moving into a new house. It is fun and refreshing to clean up and out. As for the markets, it's been frustrating that the U.S. and International stock markets, the U.S. economy, and the bond, real [...]
With the domestic and international equity markets currently in bear market territory and the bond market in an even steeper bear market since October of 2021, the only places to best shelter in investments recently have been in the #1 ranked position Commodities, such as energy, agriculture, nonferrous metals, and precious metals. Also, in Domestic [...]
It has been a changing and challenging start to the first quarter of 2022. Our clients may have noticed that they are now holding energy investments like oil and natural gas, precious metals, industrial basic materials, and agricultural products in portfolios. In early-mid March, using the Dynamic Asset Level Investing relative strength comparisons, Commodities surpassed U.S. Domestic [...]
Congress made several changes to IRA rules in 2020 and is considering more in the near future. Legislators are looking to end the so-called “back door Roth IRA” and “mega back door Roth IRA” strategies. Currently, the back door Roth IRA conversion allows an individual to make a nondeductible, after-tax, contribution to a traditional IRA [...]
Happy Fall, y’all! October begins my favorite time of the year for many reasons which include the weather and market investment opportunities. The third quarter of 2021 is officially in the books, and while it was punctuated by heightened volatility in the final days of trading, the S&P 500 managed to eke out a gain for the [...]
Well, after a stellar year of returns for our clients in 2020, this first quarter has been tough on our trend and momentum investment management style. It hasn't been awful, but frustrating for sure, with the seemingly constant shifts in asset leadership since the start of 2021. January resulted in a good continuation of the [...]
This image provides the overall, equity market conditions based on _____________ for March 26, 2021.
The IRS has announced that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021. In addition, Individual tax payers can postpone federal income tax payments for the 2020 tax year until May 17 without penalties and interest. This [...]
This image provides the overall, equity market conditions based on point and figure indicators for March 11, 2021.
Global markets experienced yet another exceptionally volatile week as bond rates continued to move higher, although Friday's session proved to be a positive one for major indexes. Since reaching an all-time high on February 16, the S&P 500 (SPX) Index posted a negative return of -2.31% (through 3/5), while the Nasdaq Composite (NASD) fell -8% [...]
