How To Fight Market Volatility

During times of pronounced volatility (like we’re seeing now), investors often try to find new ways to neutralize how market gyrations impact their portfolios. This can mean selling down stock positions, owning fewer stocks, shifting asset allocations to favor bonds or even looking to new asset classes like real estate. These tactical changes to investment […]

Can an Advisor Manage Better than Me?

            This is the first article in a twice-monthly new series from Mitch Zacks answering your individual portfolio related questions. This week, Orlando, FL asks “Can an Advisor Manage Better than Me?” I don’t like to answer a question with a question, but in this case you might ask the […]

Are You Making a Big Mistake in These Volatile Times?

Stock market volatility continues unabated. It may be too early to tell, but I’m marking the top of this current market correction at July 20, with the bottom still to be determined (though I’d say it’s still a few weeks off). Since July 20, investors have had a rocky ride with the market having traded […]

Xi Jinping’s Visit, Microsoft’s China Connection, Volkswagen Woes, and More

  Xi Jinping’s U.S. Visit Overshadowed by the Pope – the pontiff grabbed all the attention this week in his first visit to the United States.  Pope Francis’ candid and often politically charged views provoke thought and unsettle politicians across the spectrum, which might be a good thing. But, perhaps the more impactful visit was made by […]

What Market Volatility Means for Retirees

Recent market volatility has some investors on edge. From August 18 – August 25, 2015, the S&P 500 declined over 10% and in noisy fashion, with big down days and media reports instilling fears of an impending global economic slowdown (rooted in China). Those six trading days alerted many investors to the possibility that this […]

Fed Narrative Doesn’t Change, Mega-brewery Potential, Lyft vs. Uber

In this week’s edition… The Federal Reserve Needs a “Little Bit More TIme” Focus on Trend-lines, Not Headlines Megabrewery in the Works Lyft Challenging Uber ini China with Didi Kuaidi Partnership   The Federal Reserve Needs a “Little Bit More Time” – those were the words Janet Yellen used when outlining the Fed’s case for keeping […]

Negative Earnings – Should You Be Worried?

Earnings posed a legitimate headline risk in the second quarter: total earnings for S&P 500 companies were down -2.1% from the same period last year on -3.4% lower revenues. Yikes. And, that’s coming off a weak first quarter when earnings basically flat-lined nudging only +0.8% higher. Current expectations are that earnings will be negative in […]

Jobs in America, China, Japan and Brazil

Jobs in America – the unemployment situation been a perceived blemish on the U.S. economy for some time, but the numbers don’t support the negative sentiment. In the month of August, the economy added 173,000 jobs and contributed further to the ongoing trend: monthly 2014 job additions were +10% above 2013, and 2015 is looking to be better […]

Bargain Hunting for Stocks

The market’s recent flare-up – or flare-‘down’ – has created three camps in the investor community: those who have turned bearish, those who have become nervous enough to reduce their equity exposure, and those who remain bullish over the longer term and see this as an opportunity. I’m in the last camp. And, I’m writing […]

Market Volatility – Like 2008 or 1998?

If you’re nervous about where the market is headed (after enduring two eyebrow-raising weeks of pronounced volatility) then guess what – you’re normal. Human nature is to fear losses, and memory of the 2008 bear market still lingers. Nobel Prize-winning psychologist Daniel Kahneman discovered that investors dislike losses roughly twice as much as they enjoy […]