Saturday , January 18 2020
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Tag Archives: Stock Market

Rosso’s 2020 Reading List – Part II

“A reader lives a thousand lives before he dies… The man who never reads lives only one.” – George R.R. Martin. I’m not sure what I would do without books. On weekends, I can be found in antique stores searching out volumes written in many instances, over 100 years ago from authors most of us never knew existed. These treasures don’t cost much. The words are priceless. I find that absorbing fiction and self-improvement as well as financial or economic titles, fosters an ability to think...

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This Is Nuts & Why We Reduced Risk On Friday

This Is Nuts Portfolio Position Review MacroView: Has The Fed Trapped Itself? Financial Planning Corner: By The Numbers For 2020 Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market Review & Update When you sit down with your portfolio management team, and the first comment made is “this is nuts,” it’s probably time to think about your overall portfolio risk. On Friday, that...

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FPC: All The Numbers You Need To Know For 2020

REGISTER NOW for our most popular workshop: THE RIGHT LANE RETIREMENT CLASS The Westin Austin at the Domain- 11301 Domain Drive, Austin, TX 78758 February 8th from 9-11am. Hopefully you’ve had some time to reflect and grade yourself on your financial progress for 2019 and you’re ready to take 2020 by the horns. The new year brings new numbers to be aware of to ensure you’re taking advantage of all you can. There are many contribution limits, income limits and a vast array of numbers used in...

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Stock Market Returns And Presidents – Beware Of Averaging

We have warned about looking at averages (see here), especially with such skewed distributions and how a couple outliers can greatly distort this most common statistical metric. Real Life Macro Economy Example:  2019 Q1:  Average U.S. Household Wealth =  $803.3K                     Median U.S. Household Wealth =   $112.5 K    – GMM,  Sep 2019 Even the MSM is now questioning the macroeconomic data because of our two-speed economy — one for the well-off and one for the not so — as...

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Market Flat In 2020 As Iran Trips Up Traders

Market Review & Update MacroView: Is This A Repeat Of 2018? Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market Review & Update The first trading day of the year started with a “bang” with the S&P 500 rising more than 20 points. However, the gain was abbreviated on Friday as news shook the market the U.S. had taken out a top Iranian commander in Baghdad. But concerns...

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Financial Planning Corner: A Change To RMD’s For Post-49’ers

Happy New Year from RIA Advisors Planning Corner! As we wind down the holiday season our focus begins to shift back toward wealth and health. This financial industry and retirees have been trying to figure out what the passage of the SECURE ACT means to them. We’ve spent some time on this over the last couple of weeks, but we keep getting one really important question from readers over the holidays. When do I have to take my Required Minimum Distribution aka RMD from my tax deferred...

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Rosso’s 2020 Reading List

Let’s be reasonable and add an eighth day to the week that is devoted exclusively to reading. – Lena Dunham. I’m not sure what I would do without books. On weekends, I can be found in antique stores searching out volumes written in many instances, over 100 years ago from authors most of us never knew existed. These treasures don’t cost much. However, the words are priceless. My reading interests are varied as I strive to fight myopia. I find that absorbing fiction and self-improvement as well...

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7-Difficult Trading Rules To Follow In Bull Markets

As we wrap up the last two-trading days of the decade, I am wrapping up the recent series on “investing rules” (see here and here). The purpose of this series is to remind investors of the importance of having an investment discipline to protect investment capital when market volatility eventually comes. I know…I know…volatility seems to be a thing of the past, particularly given the amount of exuberance currently embedded in the markets. This was a point I made in the most recent...

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Special Update: Market “Melt Up” Continues

Market Melt Up Continues Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market “Melt Up” Continues I am traveling this week with my family for our annual “year-end” ski trip. I am working on a laptop so I won’t be able to update some of the weekly market stat reports, but I did want to pen a few paragraphs on the market as we move into the last two trading days of the decade. I...

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Market Melts Up As Fed Turns On The Liquidity Firehose

Market Melts Up As Fed Turns On Liquidity Firehose Opportunities In A Melt-Up 2020 – The Futility Of Predictions & Understanding The Risks Financial Planning Corner Sector & Market Analysis 401k Plan Manager Follow Us On: Twitter, Facebook, Linked-In, Sound Cloud, Seeking Alpha Catch Up On What You Missed Last Week Market Melts Up “We are so overbought, and this is feeling like a panicky-just-get-me-in buy day. Be careful about being impressed.” – Kevin Muir Let me start this...

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