Newsletters and Market Updates

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.
  

Topics:

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

Topics:

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

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.

Topics:

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

Topics:

• Coronavirus / COVID 19
• Oil
• Office - Social Distancing

Topics:

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

Topics:

• Federal Reserve rate cut
• Short-term outlook
  
• Long-term outlook (inflation)

Topics:

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

Topics:

• Coronavirus vs. Influenza (Flu)
• Financial Markets Reaction
  

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.

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.

Topics:

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

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.

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.

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?

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.

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?

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.

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?