With the recent stock market decline I wanted to take this opportunity to reiterate to all clients, both old and new, how we attempt to differentiate between a stock market crash, price correction, and potential change in primary trend using the BLUE LINE INVESTING® (BLI) process. In doing so, [...]
Price volatility is the price all investors must pay when attempting to increase their wealth through the stock market. And while few complain about price volatility when stock prices rise, some complain, or at least become more concerned, when stock prices decline. Today I want to provide an example [...]
With the current stock market correction in full gear we thought this would be a great time to expound on the comment we made in an article posted on January 26th – “Is the DOW within 3% of a temporary top?” Why would we say “temporary” rather than just [...]
The illustration above highlights the calendar year performance for the S&P 500 Index (S&P)² since 1928. Do you know what percent of those years the stock market was positive or flat compared to negative? The answer is 71% and 29%. Historically, stock market investors have been favored by a positive [...]
We are often asked this question from 401(k) participants and wish we had an easy answer. Unfortunately, there is no “one size fits all” since every participant has unique needs and different financial circumstances. But over the years we have identified 4 steps we believe participants can follow during [...]
