End of The Week, Month, Quarter & First Half Showing Opportunity
Over the weekend I published a video with a cornucopia of thoughts about the Fed, recession, yield curve and the markets. Towards the end of the video I offered that the stock market should bottom immediately, meaning in the coming day or so. And you know from the trades I post that we took advantage of the small bout of weakness to buy and rotate portfolios and get stopped out of a gold trade again. Seasonally, the stock market is […]
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Date: June 28, 2023
You Asked, I Answered
It is a long time in coming, so here is a video answering the most asked questions of late. Most Asked Questions ICYMI, here are some recent media interviews and quotes. Can the year of the bull continue? Don’t misread the Fed’s pause in June as the end of higher rates; Financial advisors tune out debt ceiling hysteria; How Should Investors Prepare For A Debt Ceiling Crisis?; On Friday we bought ITA and levered S&P 500. We sold DXHYX and […]
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Date: June 26, 2023
Why High-Net-Worth Individuals Need a Fee-Only Fiduciary Financial Advisor
Navigating financial markets can be as challenging as sailing uncharted waters. For high-net-worth individuals, these waters can often be laden with an even greater array of complex financial decisions, strategies, and outcomes. What is a realistic solution? Hire an experienced guide. But not just any guide. Hire a fee-only financial advisor who, as a fiduciary, must put your financial interests first. In this blog, I’ll explain why highly successful individuals like yourself should consider working with a fee-only, fiduciary financial […]
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Date: June 26, 2023
Six Retirement Tips From a Woodbridge, CT, AIF® Financial Advisor
For high-net-worth individuals, retirement planning is not simply about building a nest egg. It involves a complex web of considerations, from maximizing retirement savings to planning for health care late in life. As a fee-only, fiduciary financial advisor based in Woodbridge, CT, I’ve helped hundreds of successful individuals and families create sustainable retirement plans over the last 30 years. As your wealth accumulates, so should your need for a highly experienced financial professional who has earned the Accredited Investment Fiduciary […]
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Date: June 26, 2023
Bearish Trend Playing Out – Bonds Need to Shape Up
On Tuesday I discussed a few reasons why this week would be challenging for the bulls in Post Expiration Gives Some Ammo to The Bears. With the exception of Thursday, the holiday-shortened week has been weak with the bears have something to latch on to. I do like it when the market cooperates with the trends. Pre-market trading indicates a weak opening after Thursday’s bounce back. I do not believe the bull market has ended. Let’s get that out of […]
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Date: June 23, 2023
Post-Expiration Gives Some Ammo to Bears
I hope everyone had a great Father’s Day. For me, label it anything you want as long as I get time at my house with family. We are a small family so it’s always a highlight to have my kids, mom, brother, nieces and in-laws over. I beg my kids all the time to not buy me any gifts, just more family time, like staying in Vermont on Sundays through dinner. Like most weekend days, I wake up and make […]
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Date: June 20, 2023
7 Essential Retirement Planning Tips for High-Net-Worth Individuals
Retirement planning is a critical aspect of prudent financial management, and it becomes even more complex when dealing with substantial wealth and income. High-net-worth individuals face unique challenges and opportunities when preparing for their golden years, and having the right strategic plan in place is essential. In this article, we will explore seven key considerations that can help you navigate the complexities of retirement planning as a high-net-worth individual and your family. Read our Quick Guide on Connecticut Retirement […]
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Date: June 19, 2023
Know When to Hold ‘Em, Know When to Fold ‘Em – Media’s Parade of Pundits
So the Fed stood pat. Powell was hawkish and left the door wide open for another rate hike in July. I think they are done. I have said they should have been done before 5% as the 2-Year Note told us. Stocks sold off on the news. And then went straight up to the close and followed through on Thursday. I can’t imagine what the bears thought and did after they finally saw some market weakness on the announcement, only […]
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Date: June 16, 2023
The Fed is Woefully Wrong & Jay Powell Has Become a Cocktail Party Punchline
As the popular 80s band, Whitesnake, once wrote, “Here I go again on my own. Going down the only road I’ve ever known.” You can substitute the “I” for “we” and you have the FOMC of the Federal Reserve. You know that group. The ones that raise and lower interest rates without fully assessing the markets and economy. The ones who are supposed to be smartest financial minds on earth and the greatest bankers. Before I continue, let me offer […]
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Date: June 14, 2023
Big Week Ahead – Bears May Get Something to Chew On
The markets return from the weekend with two highly anticipated “events” this week. First, we have the CPI (inflation) report on Tuesday and then that pesky ole group at the Fed concludes their meeting on Wednesday. Right now, markets expect another benign inflation report resulting in the Fed standing pat on interest rates. While that’s all well and good and you know how bullish I have been all year, I feel like the bull camp has become a bit too […]
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Date: June 12, 2023
