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March 4, 2024

“Focus on value because most investors focus on outlooks and trends.” Sir John Templeton. With the name of the game to grow and preserve wealth in these unusual times, I will continue to preach value. Especially because most of my clients are retirees or pre-retirees. Here are the numbers last week. The S& P 500 […]

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October 30, 2023

“Focus on Value because most investors focus on outlooks and trends.” Sir John Templeton As we come to the close of what has become “Red October,” despite some good numbers from Meta (Facebook) shares, which had advanced more than 4% shortly after the company released its results, reversed course and were off more than 2% […]

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Happy Labor Day!

September 4, 2023   “Market timing recommendations have an impressive track record of being harmful to an investor’s financial health.”- Peter Bernstein     Happy Labor Day.  As we close the summer with the annual final barbeque, August slightly took the wind out of the sails of July.  However, last week managed to eke out […]

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Whats goes up…

August 14, 2023 “What goes up, must come down” Sir Issac Newton After a very positive rise in July, August appears to prove out the old adage. The continuing market index leader cooled down and the Nasdaq Composite fell 1.9% this week, ending Friday’s session with a 0.7% decline. It proved to be the tech-heavy […]

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The Start of August….

August 7, 2023   “Bull Markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” Sir John Templeton   Last week seemed to bear out all the elements of this quote, starting on a continuing run, with a quick reversal, then recovery, followed by ending the week down and having […]

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Nasdaq gains nearly 2% as technology & health care stocks surge

Acknowledge the complexity of the world and resist the impression that you easily understand it. People are too quick to accept conventional wisdom, because it sounds basically true and tends to be reinforced by both their peers and opinion leaders, many of whom have never looked at whether the facts support the received wisdom. It’s […]

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Technology-laden Nasdaq plunges on valuation concerns

It amazes me how people are often more willing to act based on little or no data than to use data that is a challenge to assemble. – Robert Shiller It was a tale of two markets this past week with the tech-heavy Nasdaq Composite Index plunging 1.6% and the S&P 500 Index posting only […]

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Major stock averages close at record highs despite lackluster jobs report

Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. – Warren Buffett All three major stock averages closed at record highs last week as investors continued to hold out hope that economic growth would begin to accelerate, with or without help from President Trump’s pro-growth policies. The year is almost […]

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