Blog

Enjoy this month’s edition that features a market review, mid-year stock market results and a summary of bonds.

I recently purchased 6 copies of The Psychology of Money, by Morgan Housel for my son and his college friends. I told them to consider this their first graduation gift – a year early – and I decided to provide it in advance in hopes they would all start thinking about their financial futures now. Why now?

Enjoy this month’s edition that features a notice about the TD Ameritrade merger with Schwab and notes on the economy and the markets.

I steadfastly ignored articles about Artificial Intelligence (AI) and the new ChatGPT – the language processing tool that can assist you with composing emails, essays and, yes, blogs. I ignored it until I listened to a podcast that described some of the ways AI may help transform the economy. Autonomous vehicles is an obvious one that leaps to mind.

Enjoy this month’s edition that features an introduction to our new employee as well as a review of short and long-term views on the stock market.

A bank used to run a TV ad during the SEC Game of the Week where a man, talking about retirement, says he plans to do “absolutely nothing.” His wife then leans in and says, “He means it.” That’s not a plan for retirement, that’s a plan for a vacation. Be careful not to confuse the two.

Enjoy this month’s edition that features a segment on how we invest in changing economic conditions, a reminder that we own what you own, and a review of the market.

My inbox gets pounded like new shingles after a windstorm on a daily basis. Mutual fund companies, firms selling technology “solutions” to problems I didn’t know I had, financial advice columns, etc. Recently, on successive days, I received emails with the following headlines from two different publications:

Enjoy this month’s edition that features a note about taxable accounts, a quick review of investment markets so far and a security reminder.

Tax Season

Enjoy this month’s edition that features thoughts from the fund manager of Janus Henderson Enterprise fund, some historical data on stock market performance and 1099 Tax Form information from TD Ameritrade.