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Enjoy this month’s edition that features a review of stock and bond markets so far this year.

To paraphrase the title of a well-known children’s book, this newsletter could very well be titled, The Stock and Bond Markets and their Terrible, Horrible, No Good, Very Bad Start to the Year. How bad, you say? Here are the benchmarks:

The Serenity Prayer contains the following phrase: “God, grant me the serenity to accept the things I cannot change, courage to change the things I can, and wisdom to know the difference.” Not only good life advice but outstanding investing advice, particularly during a declining stock market as the first four months of 2022 have been.

Enjoy this month’s edition that features a review of the 1^st quarter’s stock market performance, a close look at a bond mutual fund held by many of our clients, and a summary of a recent Schwab survey of investors.

In 1999, the French golfer Jean Van de Velde held a three-shot lead as he headed to the 72nd, and last hole, of the British Open. All he had to do to win arguably the most important golf tournament on the Continent was to score a double bogey or better – a 6 on a par 4. An almost insurmountable lead. Here is what happened:

Enjoy this month’s edition that features a review of stock market history geopolitical events plus an income tax reminder.

In a recent article the author Tim Urban wrote about a concept he calls “depressing math.” In a nutshell, this concept comes from actually counting the number of times that we will get to experience something we enjoy from now through the rest of our lives. It feels like we have countless weeks ahead of us but, in fact, they are quite countable.

University of Kentucky men’s basketball coach, John Calipari, played himself in a cameo appearance on the Showtime series Billions last week. He, as usual, was brilliant. In fact, his advice to the fictional hedge fund traders was so spot on he might actually make a good financial planner some day. Here are some highlights followed by a link to the 1:47 video:

Enjoy this month’s edition that features a review of January’s volatile stock market and a description of a new mutual fund in our lineup.

I recently spoke to a University of Kentucky class about financial planning and investing, as I have each semester for the last several years. The class has evolved some since those first couple of semesters to include more business majors than before. Their questions, however, haven’t really changed that much. Here is what I’ve found they’re most interested in discussing:

Enjoy this month’s edition that features a review of the stock and bond markets in 2021, a reminder of the benefits of diversification, a note about TD Ameritrade tax statements, and an invitation to schedule a meeting with us.