The Normalcy of Volatility and End-of-Year Tax Checklist - Podcast Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA for the first half of our latest podcast to discuss inflation, Fed policy and why its important to remember that stocks are inherently volatile and long [...]
Dear Clients: U.S. stocks marched steadily higher through the summer, with the S&P 500 reaching a record high on September 2 (the NASDAQ Composite peaked five days later). Unfortunately, September has been the weakest month for U.S. stocks going back to 1950 and 2021 was no exception, with the S&P 500 suffering [...]
Don’t be spooked by fears of another “Taper Tantrum” Mickey Kim / October 1, 2021 September has been the weakest month for U.S. stocks going back to 1950. The Wall Street Journal headline on September 21 brayed, “Stocks Record Biggest Slump Since Spring.” It’s been more than 300 [...]
Will “disruptive innovation” prophet Cathie Wood’s flock need an “ARK?” Mickey Kim / September 3, 2021 Whether it’s Ali vs. Frazier in boxing (the “Thrilla in Manila”), Duke vs. Kentucky in basketball or Godzilla vs. Kong in the movies, when “titans” clash, it always makes [...]
Confusing Speculating With Investing IS Hazardous to Your Wealth Mickey Kim / August 6, 2021 There’s a whole industry built around convincing you investing is as easy as child’s play and you can trade your way to prosperity, all for free. Whether it’s the very clever and entertaining [...]
Not Knowing the Difference Between Speculating and Investing Can Be Disastrous to Your Financial Health - Podcast Given these are exciting and dangerous times for inexperienced investors being lured to and encouraged to “trade your way to prosperity” by commission-free brokerage platforms like Robinhood, educating the next generation of investors is one [...]
Dear Clients: Though we never focus on short-term performance, we are nonetheless pleased client equity portfolios had solid performance in the second quarter of 2021, building on the stellar gains from the fourth quarter of 2020 and first quarter of 2021. We’re invested alongside you and are quite satisfied with where we [...]
Bitcoin skyrocketed, but is it “digital gold” or “fool’s gold?” Mickey Kim / June 4, 2021 Bitcoin was created in 2009 and is the largest (recently valued at more than $900 billion, the same as the market capitalization of Facebook and greater than 494 of the stocks that [...]
Mr. Spock would find today’s ‘SPAC-Mania’ totally illogical Mickey Kim / May 7, 2021 What do tennis great Serena Williams, NBA legend Shaquille O’Neal, former baseball superstar Alex Rodriguez, music icon Jay-Z and former House Speaker Paul Ryan have in common? All are the celebrity faces of one [...]
Where the Market Stands a Year After Pandemic Lows - Podcast Kirr, Marbach’s quarterly podcast continues with a discussion between Associate Director of Client Service Zach Greiner, CFP and Chief Investment Officer Mark Foster, CFA on the implications of rising rates on the equity markets, specifically value stocks. Associate Director of Client [...]
