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March 30, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Four Things Everyone Needs to Know About the Markets (Ben Carlson) Excerpt-> 4. Markets are constantly changing. “The United States made up just 15% of global equity markets in 1900. Now look at it — like Pac Man eating the rest of the world. Britain’s share has shrunk by a factor of six. Germany and France have seen similar slippage. Then you have countries like Japan and China...

March 23, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Bull? Bear? How About a “Bunny” Market?” (Schwab) Source: Charles Schwab, Bloomberg data as of 3/12/2021. VIDEO: Market Snapshot: Chief Investment Strategist Liz Ann Sonders shares her perspective on the U.S. stock market and economy in her latest monthly video. (Schwab) Your Finances & other Wealth Management links How the Pandemic Has Changed Your Taxes. “New rules for a new reality, from stimulus payments to retirement withdrawals to unemployment insurance,...

March 16, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy One year in four charts (Axios Capital author Felix Salmon) “The past year of COVID-19 has produced no shortage of spiky charts. Stocks plunged and then promptly rebounded; deaths rose and fell; employment fell and then bounced back to a level about 9 million jobs short of where we were.” Watch-> Understanding What Drives Bull Markets (Barry Ritholtz) “I spoke with Tom & Lisa about technology, why Inflation...

March 9, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy What If Interest Rates Don’t Matter as Much as We Think? (Ben Carlson, CFA) “Just because stocks have done fine when rates have risen in the past doesn’t mean it will happen in the future. But interest rate levels, in and of themselves, aren’t the sole cause of every market movement. They are just one factor among many that impact how people allocate their assets. And maybe, just maybe, they don’t...

March 2, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy The Stock Market Is Smarter Than All of Us (Ben Carlson, CFA) “In The Wisdom of the Crowds, James Surowiecki writes: “The idea of the wisdom of crowds is not that a group will always give you the right answer but that on average it will consistently come up with a better answer than any individual could provide.” The same is true of the stock market. The stock market isn’t...

February 23, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy 12 Things I Remind Myself When Markets Go Crazy (Ben Carlson, CFA) Why Valuations Probably Won’t Matter For a While (Ben Carlson, CFA) Your Finances & other Wealth Management links Here’s What You Need To Know About Your RMDs (Abacus) Having an advisor help you manage your portfolio does not constitute 'giving up.' (retirementfieldguide.com) How to write your own 'legacy letter.' (humbledollar.com) Visualizing Net Worth by Age in America (Visual Capitalist) The Briefing The...

February 16, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Think Investing Is a Game? Stop. (David Booth, Executive Chairman and Founder of Dimensional) “Indexing has turned out to be a good solution for many people. I was involved in the creation of one of the first index funds early in my career, and I’ve enjoyed watching the positive impact indexing has had on the industry. For those who want more customization and flexibility, there are...

February 9, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy America’s deeply unequal economic recovery, explained in 7 charts. “The pandemic has made employment disparities in America more evident than ever.” (Vox) Unfortunate Investing Traits (Morgan Housel) “An iron rule of investing is that almost nothing is certain and the best we can do is put the odds of success in our favor. Since we’re working with odds – not certainties – it’s possible to make good...

February 1, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy What Investors Should Know About Recent “Flash Mob” Trading (Schwab Center for Financial Research) “… much of the latest market activity has not been driven by traditional investors or based on traditional fundamentals. It’s been driven by trading activity in both the options market and small subsets of stocks, including those most heavily shorted by hedge funds, as well as low-priced “penny stocks,” weaker-balance-sheet companies, and...

January 27, 2021 in COVID-19, Money & Finance, Our Physical & Mental Well-being
COVID-19 & YOUR HEALTH Double-masking is the new masking. (nytimes.com) What we know, and importantly, don’t know about the variants. (statnews.com) Vaccines for children are coming, albeit slowly. And will be necessary for herd immunity. (theatlantic.com) The second generation Covid vaccines are coming. (scientificamerican.com) Side effects are a sign that the vaccines are working. (behavioralscientist.org) What does a more contagious virus mean for schools? (nytimes.com) “In a car these days with someone else? Open the windows.” (nytimes.com) YOUR...