Market Commentary
The Long Game Market: The Best Investors Focus on the Long Game
Outlook 2023: Long-Term Perspective on Markets and Economies
June 2023: CNR Insights
Market Updates:
- 9/14/2023 Seeking Long-Term Gains by Investing Against the Grain
- 8/9/2023 Reframing the Recession Debate
- 7/31/2023 Monday Morning Outlook: Not All Recession Theories Make Sense
- 6/29/2023 How a Top T. Rowe Manager Keeps Beating the Markets
- 6/26/2023 Monday Morning Outlook: Burns or Volcker?
- 6/26/2023Odds of a Hard Landing Are Increasing
- Is It Really Different This Time?
- 3/13/2023Special Silicon Valley Bank Dividend Cafe article from The Bahnsen Group - original article can be found here
- Monday Morning Outlook 1/30/2023: Debt Limit Drama
- Are Growth Stocks Worth a Look in 2023? - Original Morningstar article can be found here
- Monday Morning Outlook 11/28/2022: This Rally Shouldn't Last
- Thoughts on the Market and being Thankful and Blessed
- Stocks Have Already Bottomed. How We Know - Original Barrons.com article can be found here
- Fasten your seatbelts – 2022 could be volatile
- Student Financial Aid and Big Changes for the FAFSA - Original MassMutual article can be found here
- Washington Wednesday: Getting Inflation Under Control Original World article can be found here
- Monday Morning Outlook 8/6/2022: Home Prices Plateauing, Rents Catching Up
- Monday Morning Outlook 8/29/2022: Biden's Student-Loan Fiasco
- Run, Don't Walk, for I Bonds Original Morningstar article can be found here
- Capital Investment Counsel: The Columns: July 2022
- First Trust Economic Research Report: Dollar Remains World Reserve Currency
- The Best Investors Focus On The Long Game
- Capital Investment Counsel: The Columns: June 2022
- Monday Morning Outlook 6/21/22: Respect the Bear
- Capital Investment Counsel: The Columns: May 2022
- Monday Morning Outlook 5/9/2022: Reducing Our Stock Market Forecasts
- What's Your Real Inflation Rate? Original Morningstar article can be found here
- Here's How much Gas Cost the Year You Started Driving
- Monday Morning Outlook 3/7/2022: Will Russian Sanctions Lead China to Sell US Debt?
- Wesbury 101 video: Initial Thoughts on Ukraine and the Markets
- War Times & the Stock Market: S&P 500 Index
- Capital Investment Counsel: The Columns: February 2022
- How Should Investors Manage Risks Like a Ukraine War? Original Morningstar article can be found here
- Capital Group Outlook 2022:Long-term perspective on markets and economies
- The Snooze-Button Stock Market: Have stocks really been "routed" and "roiled"? So far, not so much. Original Morningstar article from 10/4/20212 can be found here
- Monday Market Outlook 10/4/2021: The Cost of Lockdowns
- Balancing Inflation Fears With Market Realities Original Sound Mind Investing article can be found here
- Capital Funds: The ICA Guide 2021 edition: Class A shares
- Investing During an Era of Speculation Should we be concerned about the financial markets' excesses? Original article on Morningstar can be found here
- Capital Investment Counsel: The Columns: June 2021
- BlackRock: What Biden's tax proposals may mean for your wealth
- Reuters: Fed says stock market boom, ‘ebullient’ investors warrant caution
- 4 Ways Todays Stock Market Resembles That of the Late 1990s And two ways that it does not. Original Rekenthaler article on Morningstar can be found here
- CNR Federal Debt: The Good, the Bad, and the Ugly
- American Funds: How Elections Move Markets October 2020
- Miscalculating Risk: Confusing Scary with Dangerous - Original First Trust article can be found here
- What Prior Market Crashes Can Teach Us About Navigating the Current One: Original Morningstar article can be found here
- Keep Calm and Carry On: Don't Let Market Turmoil Push You Into Short-Sighted Decisions. Article by Martin J. Pring, Sound Mind Investing
- First Trust Economic Research Report: Cut the Politicians' Pay
- First Trust: Fed Fires Bazooka at Coronavirus
- Enki Research: You're Doomed. Here's Why... The Decision to Cancel 3/10/2020. Original article can be found here
- The Economy, 2019: A Microcosm of a Decade in Which Growth Was Slow and Market Gains Fast, A Barron's article
- After the yield curve inverts - here’s how the stock market tends to perform since 1978 - Original MarketWatch article can be found here
- 5 Things Investors Need to Know About an Inverted Yield Curve - Original MarketWatch article can be found here
- Economic Research Report:
- This is Just a Correction
Special Interest:
Long Term Care:
- Step-by-Step Guide to Receiving Care - A step by step guide to receiving long term care
- Idle Assets Brochure - Let's talk about Idle Assets
- Could Your Long-Term Care Premiums Be Hiding in Plain Sight? - A Morningstar Article
- Myth or Fact? - Long Term Care
Tax Planning:
- Can You Save Too Much in a Health Savings Account? - Original Morningstar Article can be found here
- Retirees: Time to Change How You Give to Charity - A Morningstar Article
- Avoid This QCD Mistake - Video from Morningstar. Video transcript here
- Clearing Up QCD Confusion - A Morningstar Article. Original article can be found here
- Should You Clump Your Charitable Donations? Watch Morningstar's interview with Michael Kitces here
- 1031 Exchanges For Dummies by Ronald S. Webster Law Offices - Original article can be found here. (Information is general and not focused to specific products. Defers questions to a CPA or an attorney who has experience and knowledge with 1031 strategies.)
- A Brand New Reason to Fall in Love Roth IRA conversions: Original MarketWatch article can be found here
- 5 Reasons a 401(k) May Be the Worst Account to Have in Retirement Original Kiplinger Article can be found here.
- How Much Can You Contribute to a Roth 401(k) for 2019? - original Kiplinger article can be found here
- Roth 401(k) Rollovers: Beware the 5 Year Rule - original MBAFCPA article can be found here
- It's Roth's 20th birthday party. Where is everyone? ROTH IRA contributions or conversions are great for anyone who is currently below what their average tax rate will be the rest of their life. From Financial-Planning.com - original article can be found here
Investment Strategies:
- Is It Really Different This Time?
- When Should You Hire A Financial Advisor? Original Of Dollars And Data article can be found here
- Why Average Investors Earn Below Average Returns Original article by Dana Anspach can be found here
- The Best Investors Focus On The Long Game
- When Is the Best Time To Collect Social Security? See the article here, and watch the related video here
- CNBC: Why Long-Term Investors Should Never Sell Stocks in a Panic
- Before You Sell Anything in Your 401(k), Read This - Original Morningstar article can be found here
- What Drives Stock Returns - Kiplinger article
- Good Debt, Bad Debt: Knowing the Difference - Original Kiplinger article can be found here
- Why Hire A Professional Money Manager?
- Use the Right Tools to Build a Portfolio to Last - Original Kiplinger article can be found here
- The Road to Riches is this simple: Drive a Crappy Car - Original Market Watch article can be found here
- Outperform 99% of Your Neighbors by Carl Richards
- Is Buying Stocks at an All-Time High a Good Idea? Original MEB Faber article can be found here
- 10 Worst Money Mistakes To Avoid In Your 30s - Original Forbes article can be found here
- Rekenthaler Report: How Rare Was December's Stock Market Loss? Original article can be found here
- Rekenthaler Report: Should We Have Foreseen This Bull Market? - A Morningstar Article
- The Legendary Investor Who Predicted the Past 2 Bubbles Breaks Down How the 9-year Bull Market Will End - Business Insider Article with Jeremy Grantham
- Investor Insight: The Trouble with Trailing Returns - Morningstar Investment Services
- Bitcoin & Cryptocurrencies - a VanEck Q&A on Digital Assets
- Bracing Yourself for a Possible Near-Term Melt-Up - Jeremy Grantham
- What is Bitcoin actually worth? From The Reformed Broker -original article can be found here
- What I Learned From My "Faux-tirement". From Morningstar - original artical can be found here
- From Sound Mind Investing: Mastering the Market Cycle. Original article can be found here
Identity & Asset Protection:
- Secure Your ID - Everyday habits to safeguard your identity from BBB.org
- How to Protect Your Digital Assets - original Kiplinger article can be found here
- Devise a Plan for Your Digital Assets - original Kiplinger article can be found here
- Is a Credit Freeze for You? From AARP - original article can be found here
- How to "Freeze Out" Identity Theft. From BBB.org - original article can be found here
- State Law Concerning Credit Freezes
- 4 Reasons to Use Credit Cards Versus Debit Cards: From CBS News: Money Watch - original article can be found here
Etc:
Wesbury 101 - Economic Video Commentary
Inflation is NOT Transitory (July 7, 2021)
2021 Turns Blue (January 7, 2021)
Dave Ramsey faces Cancellation Firing Squad
February 12, 2021
Dave Ramsey on college loan forgiveness and stimulus checks
World Radio - Moneybeat
GameStop And Free Money (February 1, 2021)
Top 3 Reasons you must have life insurance