Blog

Enjoy this month’s edition that features an introduction to our new employee as well as a review of short and long-term views on the stock market.

A bank used to run a TV ad during the SEC Game of the Week where a man, talking about retirement, says he plans to do “absolutely nothing.” His wife then leans in and says, “He means it.” That’s not a plan for retirement, that’s a plan for a vacation. Be careful not to confuse the two.

Enjoy this month’s edition that features a segment on how we invest in changing economic conditions, a reminder that we own what you own, and a review of the market.

My inbox gets pounded like new shingles after a windstorm on a daily basis. Mutual fund companies, firms selling technology “solutions” to problems I didn’t know I had, financial advice columns, etc. Recently, on successive days, I received emails with the following headlines from two different publications:

Enjoy this month’s edition that features a note about taxable accounts, a quick review of investment markets so far and a security reminder.

Tax Season

Enjoy this month’s edition that features thoughts from the fund manager of Janus Henderson Enterprise fund, some historical data on stock market performance and 1099 Tax Form information from TD Ameritrade.

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: