3 Ways to Take Advantage of the Sell-Off in Stocks

There is plenty of truth behind the old Wall Street adage that “stocks take the escalator up and the elevator down”.  Case in point: after powering higher through the 3rdquarter to achieve record highs in late September while posting its single best quarter since 2013, the U.S. stock market took less than four weeks to […]

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Investors Eye Challenges for Stocks

Normally I use this piece in part to recap the events and trends from the previous quarter that moved markets.  As it happened, however, the third quarter was strong but quite uneventful for markets.  Stocks marched, with minimal volatility, up to their all-time highs in late September with relatively little resistance from investors, who seemingly […]

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One Number Every Investor Must Know

The most important number for any investor to know is not the level of the S&P 500 or the yield on the 10-year Treasury or any other number related to the financial markets. Instead, to invest comfortably and productively through bull and bear markets alike, an investor must know his or her own personal Risk Number.The […]

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Why Stocks Are Ignoring Trump

There are two things going on in Washington that one might think would cause stocks give up some ground:  the legal challenges of several of President Trump’s associates and the ongoing trade disputes with China, the European Union, Canada and, until recently, Mexico. Despite these uncertainties, stocks are trading just below their all-time highs after […]

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The Market’s Main Event: Tariffs Versus Earnings

After declining modestly in the first quarter, U.S. stocks (as measured by the S&P 500 Index) regained lost ground in the second quarter and reached the mid-year mark with a year-to-date gain of 2.6%.  The Dow Jones Industrial Average, however, remained underwater by 0.73%, possibly because its 30 constituents are more reliant on global manufacturing […]

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