“I didn’t expect this.” Keith Gill, the day-trader credited with starting the GameStop stock mania “This is actually good news.” Dr. Anthony Fauci on the Johnson & Johnson preliminary vaccine results When the year 2020 closed out, I heard many…
Equity market returns are tightly tied to the economy. After all, companies largely represent the economy by means of providing jobs, producing goods for consumers and government, and buying the goods of other companies. If one has a good sense…
Dylan B. Minor PhD, MSBA, CFP®, ChFC, CLU Chief Strategist and CIO This quarter I have had some client questions about the “shape of the recovery.” That is, many are wondering what the economic recovery will ultimately look like, and…
Dylan B. Minor PhD, MSBA, CFP®, ChFC, CLU Chief Strategist and CIO These are forceful and huge steps. The Fed is doing whatever it takes. Mark Sobel, former U.S. Treasury official In this note, I provide an update on financial…
Dylan B. Minor PhD, MSBA, CFP®, ChFC, CLU Chief Strategist and CIO This past Thursday (March 12th) marked the end of the longest bull market, at least by some measures. Stock markets fell 25-30% from previous peaks in February. Interestingly,…
Dylan B. Minor PhD, MSBA, CFP®, ChFC, CLU Chief Strategist and CIO Forget not your past, for in the future it may help you grow. J M Barrie As they say, hindsight is 20 So it is that a look…
Dylan B. Minor PhD, MSBA, CFP®, ChFC, CLU Chief Strategist and CIO With most things, the average is mediocrity. With decision making, it’s often excellence. You could say it’s as if we’ve been programmed to be collectively smart. The Wisdom…
Dylan B. Minor PhD, MS, CFP®, ChFC, CLU Chief Strategist and CIO “Protectionism does not produce wealth, and free trade and economic openness are ultimately in everyone’s interest” Thomas Piketty, Capital in the Twenty-First Century “[the capitalist class] has resolved…
Dylan B. Minor PhD, MS, CFP®, ChFC, CLU, Chief Strategist and CEO Stock investments had a dreadful 4th quarter in 2018; most markets entered a bear market (i.e., a fall of 20% or more from peak to trough). What were…
“Take courage, my heart: you have been through worse than this.” Homer, Odyssey 20:18 What just happened this past quarter of 2018? During the last quarter of 2018 many stock markets succumbed to the dreaded bear market, falling in value…