May 2018

by | May 1, 2018 | Tidbit

Dividends earned and shares owned are never lost during periods of volatility or corrections. Be patient and wary of media noise. Stay nimble, be tactical and know what you own.

April 2018

by | Apr 1, 2018 | Tidbit

After reaching an all-time high of 2873 January 26th, the S&P has been in a trading range of 2580 and 2790 for the last 6 weeks. Some are suggesting this could be the beginning of a bear market. Although a possibility, economic fundamentals continue to tell a...

March 2018

by | Mar 1, 2018 | Tidbit

Climbing the wall of worry seems to be front and center again. Trends still favor stock. Try not to get spooked by market volatility and corrections. A good example of both is captured in the NASDAQ composite index for 1999. Check it out. Stay nimble, be tactical and...

February 2018

by | Feb 1, 2018 | Tidbit

The contribution limit for 401(k) plans has been increased by $500 to a total of $18,500 for 2018. For those of you over age 50, you can squirrel away an extra $6,000 bringing the total deferral to $24,600.

November 2017

by | Nov 1, 2017 | Tidbit

There seems to be no letup in the strong economic data that continues to support a growing US economy and robust stock market. Yet the average number of shares traded on a daily basis is lessening of late and there’ve been many days where more stocks decline in price...