It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition. By planning your care now, you’ll be more likely to have greater control over significant …
You Can’t Have One Without the Other
Peanut butter and jelly. Bread and butter. Night and day. Newton’s third law: for every action, there is an equal and opposite reaction. And of course, Frank Sinatra’s famous song “Love and Marriage” is like a horse and carriage! These are all themes of the classic phrase “You Can’t Have One Without The Other”. This concept also relates to the …
In Due Time
We’ve had a busy week in the markets this week between a crash in the crypto market with the fall of FTX, the midterm elections, and new inflation data. And this morning we will hear on consumer sentiment from the University of Michigan. With all the action this week and with all the ups and downs, it’s only fitting there …
Bases Loaded!
With the World Series going on right now between our hometown Philadelphia Phillies and the Houston Astros, it has been pretty exciting here in the Philly area, so I thought we’d keep the momentum going in this week’s note with a baseball theme related to the markets. And with where we are right now it’s pretty good timing. Because it …
Is The Market Spooked?
This week, the market showed us a mixed bag as disappointing earnings came out from big tech which led to several choppy sessions during the week. Google, Microsoft, and Meta all reported lackluster results which brought the markets down, along with quite a bit of market cap in the process. Hopefully, Apple and Amazon will turn it around with their …
And…They’re Off!
Earnings Season officially kicked off this week and if this year has been any indication of what to expect then we should fasten our seatbelts. But so far, it has actually been pretty good with the banks all posting fairly nice results. The market welcomed that as we saw a nice rally to start the week. JP Morgan lead off …
What are the Academics Saying?
Last week, I attended a seminar hosted by SPDR funds on campus at The Kellogg School of Management at Northwestern University just outside of Chicago. It was so nice to be back in the world of academia. Our group actually stayed on campus in a “dorm for professionals”. It wasn’t 5-star luxury but it was nicer than what I remember …
That Was a Classic Head Fake
This week, we saw back-to-back rallies with huge up days on Monday and Tuesday. But since then, the market has been a little shaky as it continues to digest the fate of rates, challenges overseas, and Q3 earnings and projections going forward. The fact of the matter is nothing has really changed since last week that would have warranted such …
Is TARA the New TINA?
We continue to see more of the same this week with a market in flux as it continues to navigate a variety of issues that have unfortunately caused it to test new lows. Recession jitters came back not only on the heels of the Fed’s latest 75 bps rate hike but also after a rout in UK yields (to safer …
Every Coin Has Two Sides
The big news this week was of course the Fed’s latest rate hike of 75 basis points and their summary of economic projections. That makes it 300 basis points so far this year. 25 in March, 50 in May, 75 in June, 75 in July, and now 75 in September. This has all been quite a shock to the system …