As Summer Begins, Sideways Stock Market Remains Erratic as Ever As summer gets into full swing, things haven’t changed much in the financial markets. The yield curve is still inverted, uncertainty still surrounds the Trump Administration’s trade war with China, and the stock market is still on the same sideways rollercoaster ride it’s been on …

July Monthly Newsletter Read More »

Don’t Let Renewed Market Turbulence Rattle Your Summer What a difference a month makes in today’s markets! As you may recall, in last month’s newsletter I reported that the S&P 500 had hit a new record high in April, and that the Dow Jones Industrial Average had spent an entire month over 26,000 for the …

June Monthly Newsletter Read More »

Flat Yield Curve May Help Boost Stock Market Until Reality Hits In last month’s newsletter, I explained that the recent flattening of the yield curve might actually help the stock market in the short-term. So far, that’s proving to be true. The S&P 500 hit a new record high in April, and for the first …

May Monthly Newsletter Read More »

Whether Intentional or Not, Fed’s Flattening of the Yield Curve is Bad News As regular readers know, I’ve been warning about the potential dangers of a flat yield curve ever since late 2016. That’s when the Federal Reserve first started raising short-term interest rates again after holding them to near-zero for seven years in conjunction …

April Monthly Newsletter Read More »

How Investing for Income is a ‘Permission Slip’ to Enjoy Retirement There’s a question that sometimes comes up regarding my income-based approach to retirement planning that I’d like to address in a couple of different ways. The question is basically this: what if I don’t need more income? That’s simplifying it a bit, but there …

March Monthly Newsletter Read More »