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Friday, January 06, 2023
Did November's 5% One-Day Gain Signal We’ve Hit Bottom?
On November 10, 2022, the S&P 500 gained 5.54%, the largest rally since April 2020. This jump prompted several clients to ask if the market had finally reached the bottom. Of course, we’d love to...
Friday, January 06, 2023
Does Unionization Mean You Should Expect Lower Returns?
“[L]aymen and economists alike tend, in my view, to exaggerate greatly the extent to which labor unions affect the structure and level of wage rates.” – Milton Friedman1 Apple.* Trader Joes.*...
Friday, January 06, 2023
Why ETFs Can Be More Tax Efficient Than Mutual Funds
No one likes to pay taxes. That’s just one of life’s truisms. While it’s ill-advised (and illegal!) to avoid paying your taxes, fortunately, there can be a few ways to lessen the burden. For...
Friday, January 06, 2023
Is a Strong U.S. Dollar Good or Bad?
The U.S. dollar is flexing its muscles. So far this year, the U.S. Dollar Index, which tracks the dollar against six other currencies, has gained 15% and is near a 20-year high.1 So, is a...
Friday, January 06, 2023
Tackling ETFs: What You Should Know
Chances are you’ve heard of ETFs before. But do you feel you have a decent grasp of their ins and outs?
Friday, January 06, 2023
Wondering When You May Recover Your Market Losses?
At the beginning of this year, investors were experiencing a literal high with peak returns following the remarkable recovery from the initial pandemic lockdowns. But lethargy rapidly kicked in with...
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