Investors court “TARA” following messy divorce from “TINA” Mickey Kim and Roger Lee / November 25, 2022 Kirr, Marbach has been fortunate to have Roger Lee, CFA, CPA as a Senior Research Analyst for the past six years. Roger is an exceptionally bright individual and shares my [...]
“Buy the dip,” but beware of tax pitfalls Mickey Kim / November 4, 2022 Bespoke Investment Group reported as of the end of September, “the Fed’s crusade against inflation resulted in a record destruction of wealth in dollar terms and an extremely large drawdown in percentage terms.” The [...]
Reflecting on the Bear Market and One Way to Take Advantage - Podcast Associate Director of Client Service Zach Greiner, CFP sits down with our Chief Investment Officer Mark Foster, CFA to reflect on where the market stands after most indices finished Q3 in bear market territory and use history to look [...]
Market, economic storms are inevitable--so are bold, unreliable forecasts Mickey Kim / October 7, 2022 The financial markets and economy have been hit by their own metaphorical Hurricane Ian in 2022. Stocks are firmly in “bear market” territory (down more than 20%). Bonds, historically considered “safe” investments, have [...]
Dear Clients: The financial markets and economy have been hit by their own metaphorical Hurricane Ian in 2022. Following a brief respite in July, stocks ended the third quarter firmly in “bear market” territory (down more than 20%). Bonds, historically considered “safe” investments compared with stocks, have also been crushed, as the [...]
Why “free” is the most dangerous word in investing Mickey Kim / September 9, 2022 There are a number of words/phrases used to pitch investment products that are “red flags” and should cause you to “raise your antenna” and activate your “BS detector.” These would include “bulletproof,” “guaranteed,” [...]
History suggests stocks may enjoy a post-Midterm election bounce Mickey Kim / August 12, 2022 Seasonal tendencies of stock prices make for interesting conversation. Pundits offer the brilliant advice of “Sell in May and Go Away,” which means liquidate your portfolio to avoid a summer/fall swoon. Heeding this, [...]
A Look at the Market After a Volatile First Half of the Year - Podcast Associate Director of Client Service Zach Greiner is joined by Chief Investment Officer Mark Foster, CFA to examine the economic environment after the 5th worst first half of the year in the history of the stock market [...]
Dear Clients: As the media has reported ad nauseam, the first half of 2022 was the worst start to a year for the U.S. stock market in over 50 years. Additionally, it was the worst start for the bond market ever. We are currently in a bear market (usually defined as declines greater [...]
Bursting of speculative bubbles leaves path of financial destruction Mickey Kim / June 17, 2022 Warren Buffett famously said, “Only when the tide goes out do you discover who’s been swimming naked.” To slow rampant, persistent inflation, the Federal Reserve (“Fed”) has slammed on the monetary brakes by [...]
