facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insightful Ideas


How Carry Trades & Market Fragility Impact Investors Thumbnail

How Carry Trades & Market Fragility Impact Investors

Financial markets have felt more fragile recently with investors concerned about the economy and the possibility that the Fed may be behind on cutting rates. While there is heightened market uncertainty, the S&P 500, Nasdaq, and Dow are still up 13%, 12%, and 6% with dividends this year. This is a reminder that while market swings are never pleasant, looking past short-term volatility is the best way for investors to stay focused on their goals. This video explains Carry Trades - an unknown strategy to the novice investor - until the Yen Carry Trade was cited as a factor in the August market sell-off.

Read More
Charts that Matter Ep 9 Thumbnail

Charts that Matter Ep 9

The Sahm rule predicts the onset of recessions based on the trend in unemployment. Developed by former Federal Reserve and White House economist Claudia Sahm, it signals the onset of a recession when the three-month average unemployment rate rises 0.5 percentage points or more above its lowest point in the past year.

Read More
August 6 2024 Special Update: Perspective on the Fed and Market Sell-Off Thumbnail

August 6 2024 Special Update: Perspective on the Fed and Market Sell-Off

To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the past month, the market has rotated from large cap technology stocks to small caps and other sectors. Following the latest jobs report, however, stocks experienced a sharp pullback due to concerns over the timing of Fed rate cuts, a weakening labor market, and tech earnings. Financial markets are on edge as investors adjust to a potentially changing economic landscape.

Read More
Investing & Cash! Thumbnail

Investing & Cash!

Cash is an essential part of any financial and investment plan. It's important to have enough cash to serve as an emergency fund in case of unexpected personal events such as injury or illness or broader events such as an economic downturn. From an investment standpoint, cash can also serve important roles including reducing overall portfolio risk and by allowing investors to take advantage of attractive market prices.

Read More
Check the background of this advisor on FINRA’s BrokerCheck.