Why Gen Z Is Saying No to Materialism and Collecting Less Stuff

2024-07-30

Earnings season continues with 39% of S&P reporting this week; by week’s end, 79% of companies will have shared results…and the buy back window opens anew. The Fed meeting begins today, with a slim chance for a surprise rate cut; a more dovish tone will encourage markets, however, and anticipate rate cut by September. Commentary on markets’ 3% correction & Japanese Yen carry trade effects. Addressing the correct response to correction: Average returns are not the norm; risk on/off behaviors. Anchoring life events: What’s the best anchoring for portfolios? Lance and Jon discuss a common mistake investors make when evaluating their portfolio performance, and explains why comparing your returns to the overall market is not always the best approach: The worst thing investors do is compare

2024-07-26

Rich & Danny recap Danny’s recent accident; Rich’s market summary includes a preview of today’s PCE release. Markets are awaiting confirmation of a trend. Dealing with the election fallout on your money; markets have already priced-in everything you know. PCE will move markets today; there is still $500-billion in unspent government funds from the Inflation Reduction Act. Dealing with data breaches. Retirees’ biggest worry is about income: What is the biggest source of income for most Americans? Their house & home equity…and SS, a forced pension. Benefits of a HELOC–get one early, and don’t touch it. The best use of "buffer assets." Thinking of HELOC’s and reverse mortgages as "unfreezing" liquidity in the frozen asset of your home. Retiremnent is about depleting assets; you’re no

2024-07-22

Lance discusses the markets’ potential reaction to Biden’s exit from Presidential race, and whether markets’ rotation out of mega-cap stocks is sustainable; a rewind to February market conditions compared to now: A correction is expected before the election. Commentary on keeping market corrections into context; the mega-cap rotation and fewer medium- and small-cap companies from which to choose: 40% of these are unprofitable companies. As companies complete their quarterly reports, buy back will again be enabled, and that activity will add to market volume. Lance explores the potential impact of a Kamala Harris presidency. What sectors could benefit from her leadership and policies? An overview of Harris’s potential presidency and expected policy focus areas; implications for clean

2024-07-17

On December 5, 1996, Chairman of the Fed Alan Greenspan offered that stock prices may be too high, thus risking a correction that could result in an economic fallout. He wondered out loud if the market had reached a state of “irrational exuberance.”

2024-07-16

With both economic and inflation data continuing to weaken, expectations of Fed rate cuts are rising. Notably, following the latest consumer price index (CPI) report, which was weaker than expected, the odds of Fed rate cuts by September rose sharply. According to the CME, the odds of a 0.25% cut to the Fed rate are now 90%. Since January 2022, the market has repeatedly rallied on hopes of Fed cuts and a return to increased monetary accommodation. Yet, so far, each rally eventually failed as economic data kept the Federal Reserve on hold. However, as noted, the latest economic and inflation data show clear signs of weakness, which has bolstered Jerome Powell’s comments that we are nearing the point where Fed rate cuts are warranted. Given recent history, why should investors not expect a

2024-07-15

Want to make money selling? Sit above all arguments and debates. Stay realistic, avoid extreme optimism or pessimism. #InvestingTips 💰📈

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