Is This a Bubble?

Is This a Bubble?

March 24, 2025 In this century’s first decade, investors had an opportunity to participate in and lose money due to two spectacular bubbles. The first was the technology-driven dot-com bubble of the late 1990s that began bursting in the mid-2000s. The second was the...
The “Wealth Effect”

The “Wealth Effect”

March 17, 2025 Many folks are experiencing a “wealth effect” where they feel rich because the values of their homes and investment portfolios have risen, causing them to spend more. Technically, the “wealth effect” is when spending jumps because assets have increased....
The Trade Wars Return

The Trade Wars Return

March 10, 2025 President Donald Trump announced the U.S. would add 25% tariffs on imports from Mexico and some from Canada. But after both countries reportedly agreed to send thousands of their own troops to U.S. borders to help stop illegal immigration and the flow...
The S&P 500 Is Not Diversified

The S&P 500 Is Not Diversified

March 3, 2025 Surely, you’ve heard about “not putting all your eggs in one basket.” This overused cliche stresses the importance of diversification (spreading out risk across a group of investable assets). For stocks, advisors often suggest a basket of 20-30 stocks to...
Famous “Market Rules to Remember”

Famous “Market Rules to Remember”

February 24, 2025 As the market remains frothy from a historical perspective, I encourage you to read some interesting points from Merrill Lynch’s former Chief Market Analyst, Bob Farrell. His famous “Market Rules to Remember” first appeared after the dot-com bubble...