Category: Investing

What’s Up with the Stock Market?

On September 2, 2020, the Dow Jones Industrial Average hit an all-time high of 29,100. As this is being written, the DJIA is only about 2% below that high-water mark. Let that percolate in your consciousness for a minute.

Total Return Investing

Investors can give many different answers to the question of why they put their money at risk in the capital markets, but it can be boiled down to just two: We invest to either grow our capital so that we may spend (or gift) it in the future or to produce current income to help support our lifestyle. These two goals have historically suggested two different investment strategies: investing for long-term growth (stocks) or investing for income (bonds). In this month’s blog, we will discuss a third approach, total return investing. Before doing so

The Stock Market – It’s Similar to Ripples in Water

Have you ever observed a rock or a pebble being thrown into a pond? At first, the waves that result are fairly large, but eventually, they subside and the water flattens out. The stock market shares some similarities, in that it can have a really big wave, either up or down – but over time, it evens out.

The Super Six

When you think about how crazy, unsettling and unprecedented this year has been so far, in so many ways, it is truly remarkable that the U.S. stock market, as represented by the S&P 500 Index, is down only 3% for the first six months. That includes, of course, the stomach-wrenching market drop of 34% in a record 33 calendar days between the high on February 19th and the trough on March 23rd.

Living with Wine & Investments

The Drunken Sommelier came up with 14 Things Every Wine Student Should Know after reading a list in a wine article published by GQ Magazine. Paul Strid read The Drunken Sommelier’s list and he

Making Decisions with Your Third Eye

Charlie Munger, longtime business partner of Warren Buffett, was recently interviewed by Wall Street Journal’s Jason Zweig posted on April 17, 2020. In it he said

Who’s In Control? You Are.

Almost everyone I talk to says the same thing: “These are crazy times” (or something similar).  It seems that many of us have a hard time wrapping our heads around this global pandemic.  We don’t know quite how we should feel about the constant stream of COVID-19 news.  It’s an eerie feeling.  We feel out of control, helpless.

Process versus Outcome

Process: a series of actions or steps taken to achieve a particular end or outcome.

The New SECURE Act: Protecting Your Beneficiaries

There’s a new act that was recently signed into law by President Trump and which took effect on January 1st, 2020. It’s called the SECURE Act, and it stands for Setting Every Community Up for Retirement Enhancement. There is both good and bad news associated with it, and you’ll want to be aware of how it may affect you and your beneficiaries.

Putting Things Into Proper Perspective

One of the most spectacular birds I’ve ever seen is the Snowy Owl, a large white bird with a wingspan of almost five feet.  With a worldwide population estimated at only 200,000, some of these owls reside all year in their breeding grounds high in the Arctic tundra.  Others, however, migrate south in the winter to Canada and the northern continental U.S., where they can be found in open fields and shorelines.[1]

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