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In the latest quarterly rebalance for my firm I looked at including a good mix of beat up ETF’s with exposure to growth stocks, tech stocks, international, extended duration bonds (hang with me here), small cap, mid cap, large cap, and, last but not least, my favorite 25 individual stocks with the greatest upside potential […]

Here’s why I’m optimistic about the stock market in one word: INFLATION. Yes, experts will say that inflation has been the primary driver of the stock market’s losses so far this year, and that’s true. Yes, inflation is a problem that devalues our currency and causes the Federal Reserve to raise interest rates in an […]

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The S&P 500 Index is officially down more than 20% from its latest peak which means we are now in a bear market. It can be depressing to look at account balances and wonder why we invest if we’re only going to watch our account values go down, but take courage, statistically bear markets don’t […]