Is a Bear Market Around the Corner?

Due to recent events this month, investors are in no mood to rejoice. Stocks dipped and Treasuries surged last month as markets grappled with a barrage of ‘headlines.’ Is this the beginning of the end for the year’s equity bull? Read on to get all the details … Stock Rally Snaps…Is a Bear Around the Corner? […]

How to Prepare for a Market Downturn?

Could the effects of the hurricane extend to your portfolio? And what data should you keep an eye on as the dollar slides? Get the answers to these questions and much more in this week’s edition of the Steady Investor’s Week. The U.S. Dollar’s Slide – with so many political and hurricane-related distractions of late, […]

Healthcare in Retirement is Getting Costlier…Are Your Prepared?

Baby boomers take note. Your healthcare in retirement may have just gotten pricier, as suggested by a recent study. Will that affect your financial ‘health?’ Find out, in this week’s Steady Investor News… Healthcare in Retirement is Getting Costlier…Is Your Nest Egg Covered? You may face some of the biggest expenses in retirement, and healthcare […]

Should You Invest in Alternative Investments?

Sarah H. from Stockton, CA asks: I’ve been reading more and more that many financial advisors are adding “alternative investments” to their list of offerings. My basic understanding is that these are non-traditional investments (not stocks or bonds) that potentially offer a higher return for similar or maybe slightly higher risk. Is this correct, and […]

Are You Underperforming? This Could Be Why…

There are several reasons an investor may underperform over time: poor stock selection, suboptimal asset allocation decisions, mistimed trades, too much trading, switching managers too often, and so on. But often times when it boils down to it, an investors’ worst enemy – almost always – is him or herself. The field of behavioral finance […]

President Trump “Remakes” the Fed

With four vacancies on the powerful seven-member Fed board of governors, its seems change is inevitable for the federal reserve. Such changes will be critical to monetary policy and the economy, and will be impactful to markets in the next several months. So, what can we expect. Get all the details in this week’s edition […]

How Can You Build Wealth in Retirement?

Victor R. from Branson, Missouri asks: I’m curious on what your opinions are when it comes to drawing income from a retirement portfolio. Do you raise cash for a few years’ worth of expenses and invest the rest? Or do you raise cash as you go? Is there some formula for how to correctly approach […]

Amazon’s Latest Ammo Could Affect Grocery Retail

U.S. grocery retail had a disruption of sorts this week, thanks to one firm’s seemingly insatiable appetite to grow. Will it rain discounts for grocery shoppers? What does this mean for supermarkets’ profitability? What should investors be paying attention to? Get the insights in this week’s Steady Investor News… After crushing traditional retail stores’ margins […]

Banks Warn of Impending Market Downturn

Over the past two weeks or so, I’ve had a few Zacks Investment Advisors and clients ask me about a recent Bloomberg article that alluded to an impending downturn in the economy and markets. The article cites reports published by Morgan Stanley, Citigroup, Bank of America, HSBC, and Societe Generale SA – all big players […]

Record Breaking Numbers – Could These Headlines Affect Your Portfolio?

As we head into the holiday weekend, this week is jam packed with eye-popping headlines that could affect the markets. Tropical Storm Harvey incurred losses on all fronts, and our hearts go out to all those affected. On the financial front, one factor many haven’t considered is how gas prices will respond. Additionally, protectionist talk […]