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Big Number

What one key metric reveals about market and economic conditions.

Aahhhh…

With election results finalized, investors take a breath. The election is over—and financial markets are

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A Strong Foundation

Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of

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China Takes Off

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks

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A Smoother Road?

Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific

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A Fall Harvest?

Here’s how stocks may perform for the rest of 2024 As the fall harvest season

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Ready To Cut

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about

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July is Hot!

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures

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Simply Ncredible

Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s

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The Details Matter

Derivatives can be effective when you know what you’re buying or selling. Covered call option

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High Yield Action

Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut

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People Have Power!

Robust consumer spending continues to support a strong economy.  Last week’s impressive jobs data—employers added

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Good Vibes

The economy and inflation are lining up as investors hoped they would. All eyes were

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Perking Up!

Most stocks have been laggards this year, but that could be starting to change.  It’s

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Small Packages

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog

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A Good Option

One active approach to risk management is currently beating the market. Risk management can be

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A Hard Road

Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over

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The Homebuyer Blues

House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking

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Call Me!

A covered call strategy offers the potential for risk mitigation, current income, and outperformance. Innovative

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Too Much of Nothing

What tools can investors use to fight longevity risk in retirement?  Many retirees today probably

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Aahhhh…

With election results finalized, investors take a breath. The election is over—and financial markets are breathing a huge sigh of relief. Case in point: Investors

Read More

A Strong Foundation

Consumer spending, corporate earnings, and the overall economy remain robust. Investors will examine one of the last snapshots of the economy’s health before election day—and

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Happy Birthday, Bull!

The stock market is two years (and counting) into a bull market. Last Saturday marked the second anniversary of the current bull market for stocks.

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China Takes Off

It’s been 17 years since we’ve seen a weekly return this strong Long-suffering Chinese stocks broke out of their doldrums last week following the announcement

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Let’s Get It Started

Are you ready? All eyes are on Jerome Powell on Wednesday as investors await the Federal Reserve Board’s near-certain decision to cut the federal funds

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A Smoother Road?

Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific Coast Highway or North Carolina and Tennessee’s Tail of the

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A Fall Harvest?

Here’s how stocks may perform for the rest of 2024 As the fall harvest season begins, it’s a time of reaping the rewards of hard

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Ready To Cut

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about everything investors wanted to hear during his Jackson Hole, Wyoming

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Stocks Come Roaring Back

Best week of 2024 for the S&P 500 After a brief summer slump and a short-lived overreaction, stocks enjoyed their best week since November, up

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Investors Get Spooked

Market volatility spikes—but how much should you worry about it? The first full week of August started with a bang: The S&P 500 dropped 3%

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The Comeback Kids

A growing number of stocks are having their moment in the sun Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in

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The Case Against Pessimism

Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point:

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July is Hot!

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures continue to sweep across much of the country, equity investors

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The Best – Or the Rest?

Are there potential opportunities beyond the handful of big stock market winners? The equity market has spent the better part of 2024 notching a series

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A Sunny Summer for Stocks?

Falling bond market volatility could support equity prices. Investors looking for signs of what stocks may do next often turn to the bond market for

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Simply Ncredible

Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s world and we’re just living in it? At least, that’s

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In Fighting Shape

Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is a question that seems to be on more investors’ minds

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Can Stocks Keep Running?

First-quarter returns suggest the market may have more to give. Stocks went out like a lion in March, with the S&P 500 hitting its 22nd

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The Details Matter

Derivatives can be effective when you know what you’re buying or selling. Covered call option strategies can be an innovative and potentially impactful way to

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High Yield Action

Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut are moving into high-yield corporate bonds thesedays, a show of

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An Inflation Head-Fake?

Prices of many services are heating up again. Last week, we learned that the Fed’s preferred inflation gauge—the core personal consumption expenditures(PCE) price index—rose by

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A World of Opportunity

Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and domestic tech stocks in particular—capturing the headlines these days, it’s

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People Have Power!

Robust consumer spending continues to support a strong economy.  Last week’s impressive jobs data—employers added 353,000 new jobs in January, nearly double the expected amount—had

Read More

Good Vibes

The economy and inflation are lining up as investors hoped they would. All eyes were on the Fed this week as it held its first

Read More

Perking Up!

Most stocks have been laggards this year, but that could be starting to change.  It’s no secret that a minute group of tech stocks has

Read More

Small Packages

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears

Read More

A Good Option

One active approach to risk management is currently beating the market. Risk management can be an important component of goals-based planning. Used well, it has

Read More

A Hard Road

Three years of less-than-stellar financial market performance. It’s been a tough slog for investors over roughly the past three years, with most corners of the

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A Roaring U.S. Economy?

GDP growth over the past three months may have been huuuuuge. Third-quarter GDP growth could be a monster. True, it’ll be a few weeks before

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The Homebuyer Blues

House hunters are facing a shocking number these days. Pity today’s homebuyers who are looking at an average monthly mortgage payment just shy of $2,900.

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Is Fixed Income Broken?

It’s been bleak days—and lots of them—for bond investors. As the fourth quarter begins, bonds are on track for a third consecutive calendar year of

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Turbulence Ahead?

Stock investors may want to brace for some bumps in the road. After months of gains and low volatility from stocks, emerging signs show that

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Call Me!

A covered call strategy offers the potential for risk mitigation, current income, and outperformance. Innovative strategies to mitigate risk and generate income are an important

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Investors Keep Calm and Carry On

Stock market volatility has fallen to multi-year lows? “Merrily, we roll along, roll along.” Those Stephen Sondheim lyrics pretty much summarize the sentiment among a

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Homes! Homes! Homes!

The housing market is the latest economic indicator to light up the charts? One of the key leading indicators of future economic activity—construction of new

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Jobs! Jobs! Jobs!

The positive surprises in the labor market just keep on coming. Job creation in the U.S. continues to defy expectations. Case in point: last week’s

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BIG NUMBER 1=2000

A One-Stock Army?

Apple is once again worth more than the entire Russell 2000 In Marvel movies, it’s common for one superhero to be bigger than an entire

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Big Numbers 13.2%

The Wheat and the Chaff

Identifying investment opportunities may take a sharper focus going forward Fears about banks’ financial health have dominated many investors’ thoughts for weeks. But as we

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Too Much of Nothing

What tools can investors use to fight longevity risk in retirement?  Many retirees today probably remember the 1976 disco hit “Right Back Where We Started

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A Tale of Two Markets

There’s tech, and there’s the rest Investors in tech stocks these days are a wildly happy bunch. Everybody else? Not so much. The gap between

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When Risk Management Fails

Put “protection” has come up short lately—but there’s a better way. Put options are often a go-to risk management strategy among investors seeking protection against

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Hard Truths About Soft Landings

Throughout 2022, investors have seen various positive economic developments as signs that the Federal Reserve Board was ready to pivot and end—or considerably scale back—its

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When It’s Time to Change

Investors are shifting gears in the wake of good inflation news. Will it last? The tide is turning—maybe. Following last week’s news of lower-than-expected inflation,

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Europe Hits the Brakes

All eyes were once again on interest rates last week, as the European Central Bank (ECB)—the eurozone’s equivalent of the Federal Reserve Board–raised interest rates

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A Tale of Two Markets

It’s a safe assumption that when Bob Dylan sang “the first one now will later be last,” he didn’t have financial markets in mind. And

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Keep Calm and Carry On

Economists surveyed by the Wall St. Journal now say there’s a 44% chance of a recession—up from just 18% in January. The newspaper noted that

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Déjà Vu All Over Again

American workers are reliving the past – and that’s a potentially big problem.  The reason: Real wages adjusted for inflation have recently declined, in some

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