By Jonathan Waide | January 21, 2020
With a new year comes new changes, especially as it pertains to financial matters; and 2020 is no different.  Near the end of December, President Trump signed into law what has become known as the SECURE ACT (Setting Every Community Up for Retirement Enhancement).  This act has numerous...
By Sam Taylor | January 3, 2020
December 24th marked the one-year anniversary of the 20% bear-market in the S&P 500. Nervous investors sold stocks fearing the Federal Reserve would catapult the U.S. economy into a recession when it followed through on its commitment to continue raising interest rates in the face of slowing...
By Sam Taylor | November 22, 2019
A card player who isn’t dealt the most desirable hand will often draw additional cards. This is called betting on the come.   Sometimes it pays off and sometimes the player loses the hand.  The current trade negations between the U.S. and China can give one the appearance that China is betting on...
By Sam Taylor | October 16, 2019
Melanie and I recently returned from a much-needed Texas road trip to hug up on our two-year-old grandson (pictured here on his own road trip!) and to provide his parents with a few meals not cooked in their kitchen, if anyone knows what that means.  Four nights and five days was the perfect tonic...
By Sam Taylor | October 2, 2019
Stocks have been in a tug-of-war lately between bulls who believe everything is just fine, thank you, and bears who fear a recession must be imminent.   One week it’s up, the next down and then back up again.   The primary cause of this recent lack of direction is uncertainty as to the status of...
By Sam Taylor | July 8, 2019
The market rose effortlessly during the first four months of 2019, lifted by the twin propellers of the Federal Reserve’s interest rate pivot and the belief that China and Uncle Sam were close to a trade deal.  However, it began encountering turbulence when Fed Chairman Powell hinted that a rate...

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