In last month’s update I shared my belief that investors should rarely make investment strategy decisions based on their age. Instead, they should make investment decisions based on the prevailing trend of the market. I believe this should be a universal principle followed by every investor. After all, there are [...]
A client recently asked what I would advise she do if she decided to retire this year. She is 74 and her question centered around her investment strategy and whether it should change based on her age (and retirement). My response was simple and straightforward: no. The biggest mistake I [...]
April proved to be a “fun” and opportunistic month for the stock market. Given recent volatility this trend update will run slightly longer than normal. First, I want to share a paragraph that I provided to clients in my April 8th Special Report. I said: While it is always [...]
In last month’s update, I wrote: As of the end of February, the top green line is providing support for the S&P. The real question is, Will it hold? Over the past month the market has provided the answer. As of the end of March, the S&P has fallen below [...]
In last month’s update, I pointed out that the S&P 500 may be preparing for a future Channel Correction. This type of correction is what I consider “medium-term” risk. When it manifests, it historically results in temporary loses of about 20-35% from the high to the low. Further, the amount [...]
