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Tag: Capital Gains


1st Quarter 2018 Review

April 16, 2018

The first quarter of 2018 is now in the history books. What will be remembered? What can we learn from this quarter? And what may lay ahead for the markets through the rest of this year?

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Time to Sell or Buying Opportunity?

April 3, 2018

After stock prices peaked on January 26th, the S&P 500 has dropped from its all-time high of 2,872.87 to 2,581.88 on April 2nd (as I write this email to you).This is a 10.13% drop from the high, but only a decline of 3.43% from where the S&P 500 began the year, at 2673.61.

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Let Cooler Heads Prevail

February 12, 2018

Today’s price movement in the stock market was enough to rattle the most seasoned investor. The S&P 500 had the largest single day decline in the indices’ history. Be careful listening to the media, however. The S&P’s 113 point loss was the largest ever, almost twice as much of a loss as “Black Monday.”

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Wow, What a Year!

January 18, 2018

2017 is now in the history books, and it will be remembered for many things, including: record low volatility, strong earnings, increased global tension, the meteoric surge in Bitcoin’s price, and a strong stock market. The chart below shows the S&P 500’s 19.42% price move during 2017.

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Why Are You Sitting In Cash?

December 18, 2017

Far too many investors are sitting with far too much cash in their portfolio. What’s worse, they have been sitting in cash for years, waiting for a correction that may not happen for some time. When asked why, they reply, “The market has gone up so much recently that it HAS to correct.”

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What Happens From Here?

February 28, 2017

Some investors may have far too much of their portfolio in cash. In some cases, they are 100% cash, expecting a negative reaction to Trump’s election. When asked, “Why so much cash?” their answer is, “I’m waiting for a pullback in the markets.”

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