Protecting Against Pilot Error

Below is a synopsis of this investment report: A survey conducted back in 2015 indicated that 37% fear the stock market and 73% equate buying equities to gambling. Given the events that have transpired in equity markets since the late 1990s, it is understandable to hear that investors
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Why Was the Market Up/Down Today?

Below is a synopsis of this investment report: Market pundits are obsessed with understanding the short-term movements in equity markets. According to those who follow the daily market moves closely, raising cash to pay taxes was the reason the market fell last Friday. The daily moves
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Will We See a Recession This Year?

Below is a synopsis of this investment report: It’s been close to nine years since our economy recovered from the worst economic downturn since the Great Depression. Investors are becoming concerned that rising interest rates will lead our economy back into another recession. The econ
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Will We See a Santa Claus Rally?

Below is a synopsis of this investment report: A “Santa Claus rally” is the phenomenon of equity markets trending upward during late December. Tax planning, holiday bonuses, and buying in anticipation of a rise in stock prices during the month of January are just a few theories behind
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Three Companies Tell a Cautionary Tale

Below is a synopsis of this investment report: Three firms have consistently made headlines over the past few years who are changing the landscape of global financial markets. Their successes combine to tell a cautionary tale to those who want to day trade stocks. Getting in the middl
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Five Questions Answered

Below is a synopsis of this investment report: Investors are anxious to understand the reaction in global financial markets to the outcome of the presidential election. More specifically, they want to know why conservative and income-focused portfolios have failed to keep up with the
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Are We Days Away From Another Black Monday?

Below is a synopsis of this investment report: On October 19, 1987, the S&P 500 dropped over 20% for the single worst day in the history of the U.S. stock market. The fear ingrained into the minds of those who lived through Black Monday is a magnet for fear mongers. Charts that co
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After Summer Slumber, Volatility Returns

Below is a synopsis of this investment report: The market is facing a dilemma based on mixed information and an uncertain political landscape. On the one hand, economic data is neither weak nor strong enough to make the choice to raise interest rates easy for policymakers. On the othe
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Has The Fed Lost Its Credibility?

Below is a synopsis of this investment report: The Fed once again chose to keep interest rates at current levels, which is frustrating given how far we have come since the depths of the financial crisis. Unemployment and inflation have dramatically improved, so many investors were exp
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I Wager Pascal Would Agree

Below is a synopsis of this investment report: Blaise Pascal was a brilliant mathematician and philosopher, and his “wager” can be used as a proxy for gauging investment risk against expected return. Long-term government bonds have been on a tear, but the lessons from Pascal tell us t
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