Feeling taxed
May 2024
Unless you filed an extension, all of us just wrapped up our annual tax filings. In this process, you may have been reminded that taxes can take a significant bite out of your investment returns if you're not careful. But not to worry…. there are plenty of strategies you can employ to minimize your tax bill and keep more of your hard-earned money working for you…
Highly concentrated
April 2024
An interesting thing has happened over the last 12 months in the US stock market. A handful of large companies carried the index to new highs while most stocks lagged; over the last year (far right of the chart) over 10% of the stocks in the S&P 500 did better than the broad index itself.
Strength begets strength
march 2024
“Oh no, the market is at an all time high. Time to sell.” Not so fast. Let’s dissect a few charts first.
Nailed the landing?
February 2024
Years from now we may very well look back at February 2024 with fond memories. It may not instinctively feel like it, but we are living in a “goldilocks” time (at least, from an economic / investment standpoint). Let’s take a moment to appreciate it. These times are rare and they don’t last forever.
2024: A Way with Words
January 2024
What were the significant words from 2023 and what impact can they have going into 2024?
it Ain’t What You know
December 2023
What do we know… and don’t know about what is coming in 2024?
We’ve Been Here Before…Literally
November 2023
Let’s talk about this sideways market.
All the Drama…Explained by charts
October 2023
Lately, there seems to be a lot of drama in Washington, the bond market, and in stock performance. Brady’s blog for October explains everything going on through charts.
The Lag Effect of higher Interest Rates
September 2023
Click the following link to read Brady’s opinion about the top charts of the month.
9 Charts to Explain the current Market
August 2023
Click the following link for an end of the summer update on where the market is at currently.