Summer is just around the corner and the one thing that goes with summer is vacations. Even though most people’s destinations will differ, they will all share one thing in common – preparing and packing. Now, how much they prepare and what they pack will partly be determined by how [...]
Last month I illustrated what I believe is a “pattern” of investor behavior that preceded significant losses to investors in GE common stock. In this month’s update I will illustrate what I believe was a similar pattern that took place in Boeing Co. stock (symbol: BA) in recent years. Before [...]
In last month’s update I stated, “I believe to have a chance to proactively manage investment risk it is crucial to identify when investment risks are increasing and before they manifest.” Unfortunately, without knowing what to look for, investors often take action after the losses have manifested. Consider Rebecca’s story [...]
In last month’s update I referenced skipping rocks on a pond to help illustrate the concept of how stock markets have historically changed from a rising to a declining trend. I believe this concept is important because as someone recently said, “The stock market takes the stairs on the way [...]
The US stock market, as measured by the S&P 500 Index (S&P), finished the month of October 2.3% above the Blue Line, compared to 7.0% at the end of September. Even with the recent decline, price currently remains above the Blue Line. Please refer to the far right-hand side of [...]
