What To Expect From Small and Value Stocks Moving Forward

May 28th, 2021  // Recommended Reading

Tony Dye was a fund manager in Britain in the 1990’s who became known for his controversial bullish position on value stocks during a time period when high flying tech stocks were the talk of the town. After his firm was ranked the 2nd worst performing amongst Britain’s institutional fund managers, he was fired. Days… Read More

How To Address FOMO in Your Portfolio

May 19th, 2021  // Recommended Reading

Am I missing out by not concentrating my portfolio in the largest stocks? Whether it’s a fun night out with friends or investment returns, it’s natural to have a fear of missing out (aka FOMO). As companies rise to become some of the largest firms, the performance that got them there can be impressive. But… Read More

How To Invest at All-Time Highs

May 12th, 2021  // Recommended Reading

Concerns about market downturns certainly come as no surprise. After all, steep corrections and crashes can be alarming for even the most steely and disciplined investors. So, when markets reach all-time highs, investors tend to be concerned about investing their hard-earned money in overvalued stocks. Questions about reducing or even eliminating equity allocations or keeping… Read More

How Employee Stock Options Are Taxed

May 7th, 2021  // Recommended Reading

Article Highlights: Non-statutory Option Wage Income Statutory (Incentive) Options Capital Gains Alternative Minimum Tax Many companies, as an incentive to employees to help grow the companies’ market value, will offer stock options to key employees. The options give the employee the right to buy up to a specified number of shares of the company’s stock… Read More

Do Downturns Lead to Down Years?

May 5th, 2021  // Recommended Reading

Stock market slides over a few days or months may lead investors to anticipate a down year. But a broad US market index had positive returns in 16 of the past 20 calendar years, despite some notable dips in many of those years. Even in 2020, when there were sharp market declines associated with the… Read More

2021 Q1 Commentary

April 20th, 2021  // Recommended Reading

My, what a quarter it’s been. At work and play, who isn’t eager for this summer to be the most awesome one ever? We’re seeing similar pent-up yearnings in an array of analysts’ second-quarter financial forecasts: “Open the Door to Optimism for 2021” — BlackRock “S. Will Be Ready for Liftoff After Mass Vaccination” —… Read More

SPACS, NFTs, and Other Jungle Creatures

April 14th, 2021  // Recommended Reading

“The American marketplace is an economic jungle. As in all jungles, you easily can be destroyed if you don’t know the rules of survival. … But you also can come through in fine shape and you can even flourish in the jungle—if you learn the rules, adapt them for your own use, and heed them.”… Read More

If the Market is at an all-time high, is now a good time to invest?

April 7th, 2021  // Recommended Reading

On February 19, 2020 the S&P 500 Index hit an all-time high, closing at 3,386.15 as part of a historic bull run that started on March 9, 2009. Over the next 23 trading days the index fell nearly 34%, amidst the uncertainty stemming from the COVID-19 outbreak. Fast forward to August 18th and you’ll see… Read More

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

March 31st, 2021  // Recommended Reading

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and… Read More

Why Are Small Cap and Value Stocks Outperforming As of Late?

March 24th, 2021  // Recommended Reading

When you’re shopping for toothpaste, you might check the price tag before heading to the counter to make the purchase. If you happen to find a 12oz tube of Colgate for $4 and a 12oz tube of Crest for $3, odds are you are going to go with the Crest – its human nature to… Read More

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