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17Jun
8May
22Apr
8Apr

The 10-Year Anniversary of the Bull Market

It was a meteoric ascent, with a few blips along the way. That may sound like a dramatic way to express the stock market’s rally of the past 10 years, but there are any number of adjectives that could be substituted for “meteoric.” The truth is that if someone had invested in an index fund tracking a broader representation of the equities market during that time period; March 9, 2009 to March 9, 2019, would have more than tripled their money. The S & P 500 was up 313 percent during this time period. Back in 2009, the market had bottomed out. This was post-financial crisis and it was a rough time for the market. The growth from that day forward has been a good period for the market and equity investors. To get more than a 300 percent gain on your money is not something that happens every day

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25Mar

The Early Year Market Rebound of 2019

Last Christmas did not feel like a time for joy for many investors, who found themselves perplexed and shocked at the abrupt market volatility. It was not the gift they were expecting. A number of factors are thought to have left investors jittery the end of last year, among them; the Federal Reserve’s hawkish tone and the prospect of several interest rate hikes in 2019; concerns about trade talks as well as concerns with some FAANG stocks. These issues and others introduced some spectacular volatility into the markets that had prognosticators wondering about the new year. Had the long-running bull market really come to an end? Despite this volatility, stocks bounced back in the new year, and through the second week in February, the S & P 500 was up more than 16 percent. By February 22, the Dow had broken through the 26,000 mark for the first time since

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11Feb

GOVERNMENT SHUTDOWN; WHAT WAS IT AND HOW MIGHT IT IMPACT THE ECONOMY?

The news hasn’t been able to say enough about the “government shutdown.” It has been the headline story in many papers and the lead story on many evening newscasts. To say that the government was shut down is something of a misnomer. It was actually a quarter of the government, consisting of about 800,000 employees. The federal government, in large part, gets funded through appropriations determined by the Congress. Not all agencies of the government are funded for the current fiscal year; some are operating under temporary extensions. Those under temporary funding were impacted. Those federal employees who were affected fell into two groups; those who continued to work with deferred pay and those who were actually furloughed. This includes approximately 380,000 federal workers who were placed on temporary leave without receiving pay. The remaining 420,000 workers are considered “essential” and were required to report to work, even if their

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28Jan

GROWTH VS VALUE STOCKS PERFORMANCE

For many astute investors, there are often two schools of thought on stock selection; value or growth. Many investors ascribe to the value school because they like the idea of buying out-of-favor stocks that might have had a temporary set-back but could offer a lot of upside. They are more likely to pay dividends and may also be more appealing to those who are risk-adverse. The growth stock camp believes that the stocks they choose offer growth because of profit or revenue growth. These companies reinvest earnings back into the company. The growth camp is often willing to take on a little additional risk and forego dividends in the hopes for a respectable upside. They often also need to be a little more risk tolerant and ride out more potential volatility. The tug-of-war between these two investment philosophies have waxed and waned over the years, as institutional and retail investors

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