Monday’s big, sharp market pullback was shocking to some investors, and scary enough to cause many to sell stocks in the fear that the correction would go deeper. It certainly might—the September/October period often brings major corrections—and maybe it should, though should is word...
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It’s not news that the stock market has been sloppy lately. After the steady march upward to a doubling of the S&P 500 from the early 2020 low, and a 33% increase from year-end 2019 before the pandemic, one can hardly be disappointed the...
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Knowing what Solo 401(k) providers can offer will help you determine if it is the right kind of retirement investing for you.
Self-employed? Don't have any full-time employees working for you? It might be time to look into Solo 401(k) providers to find out this...
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This is the secret Warren Buffett stock picking formula that has helped investors build long-term wealth and beat the market over and over again.
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After a stunningly strong market so far this year, with the S&P 500 producing a 20% total return through Monday, the slow grind-down of most stocks since early September has seemed interminable. The 1,100 largest stocks in our 3,000-stock database have declined only in...
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Today’s note includes the podcast.
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The S&P 500 has finally failed to make a new high every day lately and is 2% below the high-water mark! That doesn’t seem like it should be news but in this market it’s worth noting.
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We’re past the earnings season, so there were no companies reporting earnings this week. The next scheduled earnings report looks to be on October 8, with Lamb Weston (LW) reporting.
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Despite more grumblings out there about how “we are due for a pullback,” stocks continue to hold up. In fact, many growth stocks have done far better than that and are jumping higher on almost a daily basis.
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Like many of the best available stocks, the best insurance company stocks have a few things in common that investors should look for.
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This week, we are rolling forward our valuation comments – generally dropping our valuation based on 2021 estimates, where appropriate, while adding commentary based on estimates for 2023. Most analysts project that all of their companies will have higher earnings in future years, we...
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Receiving extra help paying Medicare Part B premiums for medical insurance can happen if you qualify within these parameters.
Do you need extra help paying Medicare Part B premiums? If you qualify through certain conditions, the Medicare Savings Program may pay for deductibles, coinsurance, copayments...
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Today’s note includes earnings updates on Duluth Holdings (DLTH) and Signet Jewelers (SIG), the podcast and the Catalyst Report.
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A (long overdue?) revolution in clean tech is underway, and these three rare earth investments are skyrocketing as a result. What else will?
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Making a SLAT trust can lead to lower taxes for a donor’s taxable estate, but be sure to understand the possible downsides as well.
A Spousal Lifetime Access Trust (better known as a SLAT trust) is a type of irrevocable trust. The SLAT trust a..
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Rested and recharged. And, ready for what we anticipate will be a very interesting remaining four months of the year for the stock market.
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While the stock market continues to set new record highs, investors continue to bypass the energy sector. One indicator: the sector’s weight within the S&P 500 has collapsed from nearly 16% in 2009 to only 2.4% today, making it the smallest in the index.
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With a better understanding of self-funded health insurance, you may be able to get some tax-free benefits.
Understanding self-funded health insurance is as simple as sneezing with your eyes open. And depending on which state you're in, the system you'll use to purchase or it...
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We’ve seen a nice little rally as we head into the waning weeks of summer. The S&P 500 has been incredibly strong and even the S&P 600 Index, which hasn’t made any net new progress since March, popped off last week’s low and back...
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The Cabot Undervalued Stocks Advisor is on vacation this week, recharging the batteries for what could be a very interesting September and fourth quarter in the financial markets. As such, this week’s edition will be abbreviated in length, although we include our Cisco earnings commentary full...
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