Stock Market

Weekend reading clear as mud economy Weekend reading clear as mud economy
Weekend Reading: Things Are Clear as Mud

The future is never clear, but it can become all the more frustrating as an investor to understand where we might go when many things in the economy are pointing in opposite directions.

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Weekend Reading: The Everything-Is-Weird-Economy

The U.S. economy is full of contradictions, and it’s set the stage for the unique landscape we find ourselves in today.

Weekend reading tax loss harvesting pros and cons Weekend reading tax loss harvesting pros and cons
Weekend Reading: Why Tax-Loss Harvesting During Down Markets isn’t Always a Good Idea

Amidst recent tumultuous market activity, one strategy you might consider deploying to negate losses is tax-loss harvesting; However, there are instances when this might only bring you a neutral outcome, or even cause you further loss.

Weekend reading are we in a recession Weekend reading are we in a recession
Weekend Reading: How Will We Know if We’re in a Recession?

Some say we’ve already entered one, but the reality is, we won’t truly know if we’re in a recession until it’s already happening.

Weekend reading stocks for the long run Weekend reading stocks for the long run
Weekend Reading: Stocks for the Long Run

There’s a reason recent Retire With Purpose podcast guest, Jeremy Siegel, has been called “one of the best stock watchers alive”. His long-term investing mentality means it all comes down to “time horizon when investing your money”.

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Weekend Reading: The Biggest Argument in Finance Right Now

The latest media headlines span wide on the possibility of a looming recession. Some claim we are already in one, some say it’s on the horizon and others state it’s possible we avoid it entirely.

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Weekend Reading: Wisdom Is Your Best Asset In a Bear Market

As humans, we’re constantly changing, and the same reasoning can be applied to the stock market.

Weekend reading recession risk bear markets Weekend reading recession risk bear markets
Weekend Reading: What's Priced Into the Stock Market?

It might feel like the market is pricing in a recession, but is it really?

Weekend reading the mushy middle Weekend reading the mushy middle
Weekend Reading: The Mushy Middle

Market news and data went from bad to worse this first half of 2022, but the good news is, we’re well into the middle; The “Mushy Middle”, that is.

Weekend reading higher the vix higher the clicks Weekend reading higher the vix higher the clicks
Weekend Reading: The Higher the Vix, the Higher the Clicks

When it comes to news headlines, the media often follows the “If it bleeds, it leads” mantra, and that includes financial publications too.

Weekend reading wealth loss asset prices Weekend reading wealth loss asset prices
Weekend Reading: Where Does the Wealth Go When Asset Prices Go Down?

In times of market volatility, you might wonder: Where does the wealth go? The simple (yet also complicated answer) is – it vanishes.

Weekend reading roth conversions bear market Weekend reading roth conversions bear market
Weekend Reading: When Roth Conversions Go ‘On Sale’: Discounted Roth Conversions During a Bear Market Decline

Amidst market volatility, I believe there’s always some form of opportunity. Today, that comes in the form of tax planning and the option to maximize “discounted” Roth conversions.