Blog

There’s a scene in the 2nd season of HBO Max’s White Lotus where the English character, Jack, claims “We’re living in the best time in the history of the world.

I debated only listing books I recommend as good reads but decided to include all the books I read this year so as to be able to provide a warning for books you might want to avoid. So, enjoy or avoid! Asterisks indicate a good read.

Biographies

Enjoy this month’s edition that features a check on stock market predictions from September, a note about bond yields and a hearty thank you to our clients.

In our September newsletter we reviewed strategist’s predictions of the direction of the U.S. stock market through the end of 2022. Here is what they said:

Lee Chapman and Steve Byars recently attended the Schwab Impact 2022 conference for financial advisors and here are some of their key takeaways that we believe will benefit you, our clients:

Enjoy this month’s edition that features our guidance on the upcoming decade and some market history for the short-term.

Enjoy this month’s edition that features a review of the stock market, some predictions for the rest of the year, a focus on a bond mutual fund and a reminder about Required Minimum Distributions (RMDs).

Enjoy this month’s edition that features a review of the economy, the Federal Reserve’s actions, and the stock market.

Enjoy this month’s edition that features a congratulations to Ramsey Bova, a market recap, and a fund spotlight.

I recently read a blog titled, A Few Beliefs, by Morgan Housel. He wrote the book, The Psychology of Money, that describes views toward wealth that are quite similar to those of us at Moneywatch Advisors. Below are 10 of Housel’s beliefs that I think are spot on and also timely:

Enjoy this month’s edition that features a review of stock and bond markets and interest rates.