Home Financial Services/Products Links Contact Us Client Login Newsletters Newsletters Email Newsletter #36 (11-15-2021) Things We Want to do before the End of the Year Thanksgiving arrives in a week and marks the official start of the holiday season. As a percentage, Thanksgiving Day means we are 90% through 2021. Let’s think about things we can do with the remaining 36 days of 2021 to ensure we don’t miss something. ... Email Newsletter #35 (08-29-2021) Corrections are Buying Opportunities Since 1980, the S&P 500 has registered at least one significant drop in value every year. During those four decades, the average drop per year is 14.3%. Let me highlight that: every year since 1980, the S&P 500 has had an intra-year decrease in value on average of 14.3%. This drop is ... Email Newsletter #34 (03-01-2021) Bubble, bubble, bubble! Tune in the news and particularly the financial news, and this is all we hear—bubble-talk! The teaser (just before a quick word from their sponsor) is something like this, “Some financial experts think the market is approaching bubble territory.” Then, after 20 minutes of commercials, the expert, who is usually the same ... Email Newsletter #33 (02-1-21) Just 48 days till Spring, and it can’t arrive a day too early. And while I look forward to Spring and some warmer weather, there’s always another day shortly after March 20 that dampens my mood—April 15, tax day! These next 74 days get a little busy around here as we try to get out ... Email Newsletter #32 (11-25-2020) Well, I have certainly been a slacker when it comes to this newsletter. This summer was busy both in and out of the office, and I am definitely using that as my excuse. Plus, there has not been much financial stuff since the May 28 newsletter to cover. As a year, 2020 has been a ... Email Newsletter #31 (05-15-2020) I look out my office window as I write this and we finally have a sunny day—and it’s 82 degrees. And on top of that, it’s a Friday afternoon! A perfect day to ramp-up your vitamin D levels. So let’s get into this letter and get it done. Regarding the markets, April had an excellent rebound ... Email Newsletter #30 (04-24-2020) Well, here we are still stuck in social distancing due to the COVID-19 pandemic. Retail shops, bars, clubs, restaurants, and almost everything else are closed for probably another month. Even Major League Baseball is in hiding. Every new day looks like yesterday. The only excitement these days is in the markets. And that is the ... Email Newsletter #29 (03-12-2020) Well, that sure escalated quickly! The old saying is that markets go up on an escalator and come down on an elevator. Over the long-term this month and perhaps this entire year will be an elevator trip to the lower floors. But if history is any guide (and is there any better guide?), the long ... Email Newsletter #28 (02-26-2020) After last week and the beginning of this week, I think it is a good time to address the world-wide gorilla in the room—Coronavirus, or COVID-19, as it is now officially named. Monday and Tuesday were horrible days in the markets as many people (and algorithms) panicked out of equities and moved to cash or ... Newsletter #27 (11-15-2019) I finished a good Audible Book this summer, 12 Rules for Life by Jordan Peterson. Since writing this best selling book Dr. Peterson has become a worldwide celebrity and YouTube sensation. His lectures, blogs, podcasts, and talk-show appearances, are watched by hundreds of millions throughout the world. He just wrapped up a 160 worldwide city ... Does My Portfolio Fit Me? Recent Posts Email Newsletter #36 (11-15-2021) Email Newsletter #35 (08-29-2021) Email Newsletter #34 (03-01-2021) Email Newsletter #33 (02-1-21) Key Financial Data 2021 Categories Financial Articles Market Articles Monthly Newsletters Links Downtown Chestertown Let's Make a Plan DISCLAIMER Geneos Wealth Management, Inc. is not affiliated with Chesapeake Bank & Trust Co. Investments are: Not FDIC Insured; Not a Deposit; No Bank Guarantee; May Lose Value; Not Insured by any Federal Government Agency. CONTACT INFO Address: 106 Spring Ave. Chestertown MD 21620 800-994-0221 or 410-810-0735 OFFERED THROUGH: Securities and advisory services offered through Geneos Wealth Management Inc., Member FINRA & SIPC. Privacy Statement ↑