Investing Happy Anniversary Posted on March 10, 2016 By Matt Yesterday marked the anniversary of the market’s lowest point during the financial crisis, the birth of our current bull market. A quick recap: From its previous peak on 10/10/2007, the S&P 500 dropped 55% through 3/9/2009. From 3/9/2009, the S&P 500 gained 237% (almost 19% annualized), including dividends… Read more
Investing Serious Investors Value the Un-Sexy Posted on February 23, 2016 By Matt Most of us think that we are above average drivers. Likewise, I have never heard anyone say they are bad at investing. After experiencing negative returns, the market is to blame or maybe the President of the United States is to at fault if they belong to the “wrong” political party…. Read more
Due Diligence Carnival Barkers Posted on January 29, 2016April 13, 2017 By Matt “Step right up, folks! Hurry! Hurry! Hurry! You are mere moments away from learning a secret so massive, it could undermine our very way of life! Please move in closer so everyone can hear! Tell your family! Tell your neighbor! Act now and I’ll throw in a free American flag,… Read more
Due Diligence January Effect Posted on January 8, 2016 By Matt By now, you’ve heard that the US stock market is off to the worst start to a calendar year ever. This is the sort of news that is trumpeted far and wide as humans are wired to value and pass along bad news (and to elevate the status of those… Read more
It’s Forecasting Season Posted on December 9, 2015 By Matt From the Fairway Wealth Management Blog: As the leaves fall from the trees and the temperature starts to drop here in Cleveland, I am reminded that forecasting season is right around the corner. The same people who predicted $200+ oil, hyper-inflation, and multiple Federal Reserve rate hikes for 2015… Read more
Investing 1.21 Gigawatts Posted on November 2, 2015 By Matt On October 21st, 1985, Marty McFly went back in time 30 years to escape Libyans, save Doc Brown’s life, and turn his dad from a weenie into a hero. He also wound up with a rad 4×4, but before he could take it for a spin, Doc Brown stopped by… Read more
3rd Quarter Commentary Posted on October 6, 2015 By Matt This year’s market movements are not unexpected nor are they out of the ordinary. The S&P 500’s average return is about 10% with an average drawdown of 14% sometime during the year. Many pundits called for a correction (stock market drop of 10% or more) this year and were lauded… Read more
Investing Wild Monday Posted on August 26, 2015 By Matt So what happened to the market on Monday? I don’t know and anyone who says they do know is full of it. Because investing involves lots of numbers and math, it is easy to assume that there are clear answers to questions like this. Math is constant. 2+2=4. Investing is not… Read more
Due Diligence The Fear Trade Posted on August 19, 2015 By Matt The fear trade is alive and well even in this incredible bull market. Listen to AM radio for an hour and you will likely hear at least one commercial for gold or annuities. “Are you prepared to lose 20, 30, even 60% of your life’s savings in the next stock… Read more