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Newsletters and Market Updates

Quarterly Newsletters and Market Updates are written by Michael and Sara, the last year posted below.

Market Update 5-29-2020 “Values time to shine.”

Topics:

  • Definition of growth and value stocks.
  • Why did growth outperform value stocks?
  • Why would growth stocks lose their luster?
  • Why would value stocks outperform growth stocks in the future?
  • Summary.
  • Business Update.
Read Full Market Update

Market Update 5-18-2020 “We're not in Kansas anymore...”

Topics:

  • U.S. unemployment.
  • U.S. debt levels after stimulus packages.
  • Risks outside of the Coronavirus.
  • Business update.
Read Full Market Update

Market Update 5-5-2020 “Are we there yet?”

Topics:

  • Negative oil prices.
  • Coronavirus vaccine or bust?
  • Thoughts on a market bottom.
  • Thoughts on future inflation food shortages.
  • Business update.
Read Full Market Update

1st Quarter Newsletter 4-17-2020

Topics:

  • Benchmark Returns as of 3/31/2020.
  • Financial Markets Summary.
  • Michael's FAQ #1: What the heck happened in February and March?
  • Michael's FAQ #2: What is in the CARES Act and how does it affect me?
  • Sara’s News You Can Use: Life and Legacy Planning.
  • Business Update, Jillian’s Journeys and Morgan’s Menus.
  • Our Appreciation and Disclaimers.
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Market Update 3-23-2020 “A Perfect Storm of Storms.”

Topics:

  • Coronavirus
  • Oil
  • European Central Bank
  • Federal Reserve
  • Federal Government
  • Suggestions and Optimism
  • Office - Social Distancing
Read Full Market Update

Market Update 3-16-2020 “Coronavirus, Oil and Social Distancing.”

Topics:

  • Coronavirus / COVID 19
  • Oil
  • Office - Social Distancing
Read Full Market Update

Market Update 3-10-2020 "Just the facts, ma'am."

Topics:

  • Effects and repercussions of March 9th
  • Analysis of other major declines in the stock market
Read Full Market Update

Market Update 3-5-2020 "Roller coaster rides are supposed to be fun."

Topics:

  • Federal Reserve rate cut
  • Short-term outlook
  • Long-term outlook (inflation)
Read Full Market Update

Market Update 2-25-2020 "Every time we go on vacation."

Topics:

  • Coronavirus
  • Fallen Angels
  • New low interest rates in the 30-Year Treasury Bonds
  • Trend lines
Read Full Market Update

Market Update 2-3-2020 "Coronavirus"

Topics:

  • Coronavirus vs. Influenza (Flu)
  • Financial Markets Reaction
Read Full Market Update

4th Quarter Newsletter 1-17-2019

Topics:

  • Benchmark Returns as of 12/31/2019.
  • Financial Markets Summary.
  • Michael’s FAQ #1:  How does the SECURE Act affect me?
  • Michael’s FAQ #2:  Can my Required Minimum Distributions go to charities?
  • Michael’s FAQ #3:  What is going on in the stock market? 
  • Michael’s FAQ #4:  Doesn't the low unemployment rate mean the economy is strong?
  • Michael’s FAQ #5:  Thoughts on 2019, 2020 and the new decade.
  • Sara’s News You Can Use: Life and Legacy Planning.
  • Business Update, Jillian’s Journeys, Morgan’s Menus, Our Appreciation, and Disclaimers.
Read Full Newsletter

3rd Quarter Newsletter 10-10-2019

Topics:

  • Benchmark Returns as of 9/30/2019.
  • Financial Markets Summary.
  • Michael’s FAQ #1:  What are the chances a recession is imminent?
  • Michael’s FAQ #2:  What is the latest with the inverted yield curve?
  • Michael’s FAQ #3:  What are Central Banks doing and how does it affect you? 
  • Michael’s FAQ #4:  What are some guidelines to follow if we are headed for a recession?
  • Sara’s News You Can Use: Medicare enrollment.
  • Business Update, Jillian’s Journeys, Morgan’s Menus, Our Appreciation, and Disclaimers.
Read Full Newsletter

Market Update 8-16-2019 "And you thought August would be quiet."

Topics:

  • Federal Reserve cuts interest rates.
  • U.S. / China trade war escalates.
  • Other events.
  • 2 dancers by a cliff.
  • Global Refinance. 
Read Full Market Update

2nd Quarter Newsletter 7-10-2019

Topics:

  • Benchmark Returns as of 6/30/2019.
  • Financial Markets Summary.
  • Michael’s FAQ #1:  Why are normally conflicting assets moving together?
  • Michael’s FAQ #2:  Positive scenario to the current situation?
  • Michael’s FAQ #3:  Guidelines if we are headed for a recession? 
  • Sara’s News You Can Use: How to eliminate spam phone calls.
  • Business Update, Morgan’s Menus, Jillian’s Journeys, Thank You, and Disclaimers.
Read Full Newsletter

Market Update 6-4-2019 "5 Days of Surprises."

Market Update that discusses the financial events between May 30th to June 3rd.

  • President Trump possibly places tariffs on Mexico.
  • The United States pulled its preferential trade status for India.
  • The Federal Trade Commission and Department of Justice are conducting investigations into Google, Amazon, Facebook and Apple.
  • China threatens retaliation against U.S. companies over Huawei.
  • The Trump Administration considered placing tariffs on Australian imports.
Read Full Market Update

Market Update 5-6-2019 "Tweets, Trade, Tariffs... Oh My"

Market Update that discusses the current state of trade negotiations between the United States and China.

  • What are tariffs?
  • What does it all mean?
  • Could this go bad?
  • Could this go well?
Read Full Market Update

1st Quarter Newsletter 4-10-2019

Topics:

  • Benchmark Returns as of 3/31/2019.
  • Financial Markets Summary.
  • Michael’s FAQ #1:  Are the financial markets more volatile than usual?
  • Michael’s FAQ #2:  What are your thoughts on global interest rates?
  • Sara’s News You Can Use:  Medicare.
  • Business Update, Thank You and Disclaimers.
Read Full Newsletter

Market Update 2-6-2019 "Inflection Point"

Market Update that discusses the current market and the possible future scenarios.

  • Why financial markets could turn negative?
  • Why could the market keep grinding higher?
Read Full Market Update

4th Quarter Newsletter 1-10-2019

Topics

  • Benchmark Returns as of 12/31/201.
  • Financial Markets Summary.
  • Michael's FAQ #1: What happened to the stock market in the 4th quarter?
  • Michael's FAQ #2: What does the chart of the S&P 500 look like now?
  • Michael's FAQ #3: What might determine if the stock market can stay above it Uptrend Line?
  • Michael's FAQ #4: Why did you think the markets could drop because of Central Banks?
  • Michael's FAQ #5: Predictions.
  • Sara's News You Can Use: Medicare.
  • Business Update, Thank You and Disclaimers.
Read Full Newsletter

Market Update 12-19-2018 "Fed Day"

Market Update that discusses the current market and the Federal Reserve meeting today.

  • Analysis of the Head and Shoulders pattern.
  • What does today's Federal Reserve Meeting mean?
Read Full Market Update