Market update July 7, 2023
Weekly Market Update for July 7, 2023, from DeWayne Hall: Are we seeing a topping pattern in the short-term? U.S. equities still appear to be in a topping pattern in the short-term (one to three months). Hey, there’s no shame in stocks taking a breather, especially after their movement in the first half of ’23. […]
Mutual Funds vs. Exchange Traded Funds: Understanding 5 Key Differences
Mutual Funds vs. Exchange Traded Funds: Understanding 5 Key Differences Sophisticated investors know the language of investment. It’s the lingo that matters, and you need to know and understand the language investment advisors and professional traders speak. Learning the language will help you think more like an astute investor. Without further adieu, let’s dive into two of […]
Weekly Market Update for June 30, 2023, from DeWayne Hall: What the RSI is Telling Us
Weekly Market Update for June 30, 2023, from DeWayne Hall: What the RSI is Telling Us Though U.S. stock indexes continue to churn higher, a topping formation may be slowly emerging. It’s showing up in relative strength, as seen in the Relative Strength Indicator (RSI), a solid leading technical indicator we have found reliable to […]
Weekly Market Update for June 23, 2023, from DeWayne Hall: Bull Run Break in the Stock Market Today
Weekly Market Update for June 23, 2023, from DeWayne Hall: Bull Run Break in the Stock Market Today Stocks are taking a much-deserved breather this week, but so far in the stock market today we see nothing that suggests the end to this bull run. Just a rest. An orderly pullback. Are Lagging Stocks a Good Option […]
3 Reasons to Take Another Look at Index Funds
Learn more about index funds: what they are, why we like them, and why you might want to give them another look.
Weekly Market Update for June 16, 2023, from DeWayne Hall:
Weekly Market Update for June 16, 2023, from DeWayne Hall: Market Sentiment Surprise Holy cow! We thought the market had a chance to go higher, but this latest shift in market sentiment is surprising even to us (and we don’t surprise easily). The indexes blew past our targets earlier this week, and don’t show any […]
A Simple Primer on Investment Dividends
Understanding investment dividends can help you make wise decisions that maximize your assets when you need them most.
Weekly Market Update for June 9, 2023, from DeWayne Hall: Small-Cap Tech Stocks Rally
Weekly Market Update for June 9, 2023, from DeWayne Hall: Small-Cap Tech Stocks Rally The market continues to march higher. The handful of large tech household names that have been leading the charge the past month or so are taking a breather, while a host of small-cap tech stocks take the reins. We’ve been saying […]
A Quick Guide to the Capital Gains Tax
A 4-step guide to understanding and calculating your capital gains tax.
Investment Portfolio Performance
Investment Portfolio Performance With so many opinions on investment options, knowing if your financial advisor has you in the best investments for your future is overwhelming. Evaluating the performance of your investment portfolio is crucial, as even a 1% annual underperformance against a comparable index or benchmark can add up significantly over time. With the […]