Weekly Market Update for April 28, 2023, from DeWayne Hall:
Weekly Market Update for April 28, 2023, from DeWayne Hall: Last week we said that stocks could move higher, but if they are going to, they better hurry up. Since we wrote that, the market has essentially gone nowhere. It dropped several percentage points early in the week, only to recover the past couple of […]
Know Your Terminology: Drawdowns
Thank you for returning for the fourth installment in our “Know Your Terminology” series, or if you are new, welcome. We’ve already discussed several types of investment types and their associated tools and strategies. Today I want to focus on one term you need to understand, “drawdowns.” What are drawdowns? In investing, drawdowns refer to [&
Weekly Market Update for April 21, 2023, from DeWayne Hall: Stock Market
Is the latest stock market bull run nearing its end? DeWayne shares what he's watching in this week's market update.
What are Income Structured Notes?
Income structured notes are a type of investment product that can provide investors with an opportunity to earn a regular stream of income. These notes are designed to provide investors with a combination of fixed income and equity exposure, making them a popular choice for those looking to diversify their portfolios. Primary features of income […]
Weekly Market Update for April 14, 2023, from DeWayne Hall:
Weekly Market Update for April 14, 2023, from DeWayne Hall: Good, good, good, good vibrations… Fitting lyrics for our U.S. stock market by the eccentric genius Brian Wilson. Equities continue to thumb their nose at all the negative news surrounding us and climb the wall of worry. We think there may still be some further […]
Know Your Terminology: The Difference Between Active and Passive Investment
Welcome to the third installment in our series on the jargon used by financial advisors and investment professionals. Now that we have covered the basics of investing and the two main types of investors, institutional and retail, let’s delve into the different approaches: active and passive investment. Active investment: the hands-on approach Active investing
Weekly Market Update for April 7, 2023, from DeWayne Hall:
Weekly Market Update for April 7, 2023, from DeWayne Hall: After a nice bounce higher in March, U.S. stocks are taking a breather as we head into the holiday weekend. It’s a well-deserved pause and, so far, appears to be tame and orderly. Despite poor headlines, trader sentiment is strong, and risk-on is the flavor […]
Growth Structured Notes: An Overview
Growth structured notes are a kind of investment that lets you earn money based on the performance of an underlying asset, like a stock or a group of stocks. Each has different features that can affect how much money you can make and how risky it is. Rates impact earnings One thing that affects your […]