Home Financial Services/Products Links Contact Us Client Login Newsletters Archives for Marty Email Newsletter #36 (11-15-2021) Posted on November 18, 2021 by Martin Knight in Monthly Newsletters | Comments Off on 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. Read More Email Newsletter #35 (08-29-2021) Posted on September 21, 2021 by Martin Knight in Financial Articles, Monthly Newsletters | Comments Off on 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 frequently referred to as a Correction[i]. Corrections are no fun. They keep people up at night worrying about their investments. What in the heck is going on this time? Is this time different? My Certificates of Deposits do not correct. My savings accounts do not correct. My mortgage does not correct. Why is it that my portfolio has corrections? Read More Email Newsletter #34 (03-01-2021) Posted on March 11, 2021 by Martin Knight in Financial Articles, Monthly Newsletters | Comments Off on 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 expert who has been predicting doom-and-gloom since the 1950s, says they are “concerned” and they think, no urge, investors to “use caution” or “tread lightly.” On February 25, one station even trotted out perma-bear Nouriel Roubini. A sure sign of desperation for bad news is Mr. Roubini. Read More Email Newsletter #33 (02-1-21) Posted on March 11, 2021 by Martin Knight in Financial Articles, Monthly Newsletters | Comments Off on 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 the 1099’s and get in the final IRA payments. We actually like to be active, so that part is not too bad. It is the call from our CPA that I dread. Don’t get me wrong; I usually have a good idea whether it is going to be good or bad—it’s almost always bad news. But it is the degree of badness that causes my heartburn. Here are a few points about this time of year. Read More Key Financial Data 2021 Posted on January 27, 2021 by Martin Knight in Financial Articles | Comments Off on Key Financial Data 2021 Key Financial Data 2021 Email Newsletter #32 (11-25-2020) Posted on December 9, 2020 by Martin Knight in Financial Articles, Monthly Newsletters | Comments Off on 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 bad horror movie, but there was nothing but good news in the markets since March 23. And let’s face it, there are a limited number of ways and a finite number of times that we can say “hold on” or “the market is fine” before people start tuning you out. Read More Email Newsletter #31 (05-15-2020) Posted on May 28, 2020 by Martin Knight in Financial Articles, Monthly Newsletters | Comments Off on 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 from the horror show that was March. Read More Email Newsletter #30 (04-24-2020) Posted on May 12, 2020 by Martin Knight in Financial Articles, Monthly Newsletters | Comments Off on 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 last place we want drama. April has been a welcome relief to the Read More Email Newsletter #29 (03-12-2020) Posted on May 12, 2020 by Martin Knight in Financial Articles, Monthly Newsletters | Comments Off on 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 and relentless march from the lower left of the chart to the upper right will continue. Nothing has ever stopped that march, and I doubt this virus and lower oil prices will either. As I write this morning, Read More Email Newsletter #28 (02-26-2020) Posted on May 12, 2020 by Martin Knight in Financial Articles, Monthly Newsletters | Comments Off on 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 Bonds. We will not panic here. Let’s look at the good news first. Read More ← Older posts Does My Portfolio Fit Me? 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