Why the timing is right to rebalance your portfolio
Equities remain hot, momentum remains positive, and as a result, there’s a strong chance your portfolio is now meaningfully overweight stocks.
Fed must deliver on interest rate cuts to justify stock valuations
The stock market is in the midst of a rally that has propelled equity prices to historic levels.
The benefits of practicing tax diversification with your savings
Most investors practice investment diversification, but far fewer practice tax diversification with their savings. The lack of tax planning, especially for retirement, can result in tax inflexibility at best and at worst, a ticking time bomb.
Who’s Right About the Economy: The Data or the Polls?
The stock market is up. The rate of inflation is down. And most of the data paints a picture of relative economic health. So, why do so many Americans feel pessimistic about the U.S. economy?
Investors’ biggest threat: Too much conviction
To help gauge the various factors impacting markets at any given time, we sometimes write two lists on a legal pad. One list focuses on the positives: “Reasons why stocks might go up,” if you will.
Could stocks see an end-of-year surge?
With inflation below 4%, the markets need a new catalyst to keep stocks on an upward trajectory. So far, they have yet to find one.
International stocks lag, but what else is new?
If you are tired of waiting for the international stocks in your portfolio to pull their weight, your frustration is more than justified. Compared to U.S. stocks, international equities have never lagged this much, this consistently, for this long.
Improved forecast feels good, means little
As stocks continue their summertime cruise with recession fears fading in the rearview mirror, it has become Wall Street chic to improve economic forecasts and year-end stock market targets.
Markets Still Ignoring Inverted Yield Curve
If you consider yourself an educated investor, there are two things you may already know about an inverted yield curve. First, it describes a period in which short-term bonds offer higher interest rates than longer-term bonds. Second, it has historically been a reliable indicator of a coming economic recession.
Narrow rally hardly bearish
It’s a poorly kept secret that the stock market’s year-to-date gains, as attractive as they may be, are due to an especially small number of companies. Through the first half of June, more than 90% of the S&P 500’s return has come from just seven stocks (Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla, and Meta).