The market is beginning to more fully anticipate a post-Covid environment and economy. As such, investors are looking to slower/normalized/sustainable growth following the bulge from the pandemic stimulus programs and pent-up demand, higher interest rates, and a relenting of supply chain issues.
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We continue to watch in amazement the values that the market puts on electric vehicle makers, with the most recent example of Rivian Automotive (RIVN). Since its IPO at $78/share, RIVN shares have doubled, making the EV company’s roughly 900 million shares worth total...
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Like nature, stock markets have seasons. We experienced a brief but frigid winter about 18 months ago when nearly every stock wilted as capital markets froze (no pun intended, mostly).
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Using direct term life insurance is a way to have quick and personalized life insurance that fits your family’s needs.
Permanent life insurance, whole life insurance, direct term life insurance? It's tempting to say that the biggest barrier for many people in selecting a insurance...
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A hundred years from now, the average citizen will wonder aloud when they think about how oil was used in transportation… “you mean they actually burned that stuff!?”
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As the global economy has recovered from the pandemic, banks are leading the way. Here are three under-the-radar bank stocks I like today.
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We’re watching with wonder how Tesla is now a $1 trillion company and that Elon Musk, by himself, is worth more than all of ExxonMobil. There is some poetic irony that the pioneer of electric vehicles and solar panels is outshining (no pun the...
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A few weeks ago, at the annual Morningstar Investment Conference in Chicago, two investing icons debated the merits of value versus growth. On the value side was Rob Arnott, founder and head of Research Affiliates, with Cathie Wood, founder and head of ARK Management,...
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Last week, we wrote about how lower quality, in both home appliances and tangible money, debases value and is a form of inflation. Today’s note includes some of our current views on inflation and capital markets, and what investors can do to help inflation’s...
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In the olden days, when kings and governments minted coins made of gold and silver, people were tempted to shave tiny amounts off the edges of the coins, thus stealing some value for themselves.
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It is important to learn and understand how prepaid funeral expenses can make life a little easier for your loved ones during a loss.
No matter what stage of life you are in, you can't help but worry about the financial concerns of the you...
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Across almost the entire length of the yield curve, interest rates are ticking up. The benchmark 10-year Treasury yield reached 1.53% and may be headed back toward its December 2019 rate of about 1.90%. In an economy that is showing rapid growth, with well...
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Revocable living trusts and Irrevocable Trusts can help you ensure that your estate avoids probate and that it's distributed as you wish.
The stepfather of a good friend of mine recently passed away. Her mother died a couple of years ago, so now it’s to...
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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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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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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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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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