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Is the Next Stock Market Catalyst Taking Shape?
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... of good news: Consumer prices rose more than 9% on an annualized basis in June, the worst reading in 41 years. But something interesting is happening. While the official data are still ...
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When Will Stocks Get Back in the Black?
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If you're a stock investor, 2022 has been a seemingly endless progression of bad news. The Dow Jones Industrial Averages index is down 16% for the year, the S&P 500 is off 21% and the NASDAQ Composite ...
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For Investors, the Shoe Has Dropped
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The stock market has looked at higher inflation and rising interest rates, and to say that it doesn't like what it sees would be an understatement. Since the beginning of the year, the S&P 500 index ...
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What the Crashes of Netflix and Facebook Tell Us
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... the Federal Reserve in March raised the benchmark federal funds rate for the first time since 2018; Wall Street expects the central bank to continue raising rates aggressively through this year and perhaps ...
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Market Turmoil Brings Buying Opportunities
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... years. In late 2021, price-to-earnings ratios for the NASDAQ were over 30; today they are closer to 25. Technology growth stocks have stumbled in large part because of expectations of higher interest ...
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A Bad Time to Be Over-Diversified
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... risk without the benefit of higher returns. In fact, over-diversification can be a drag on returns. Imagine you bought Apple 30 years ago, when shares were still cheap, and held it; you'd have a massive ...
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A Big Market Shift is Underway
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... The anticipated higher rates, of course, are the result of persistently high inflation: The Consumer Price Index jumped 7% last year, its highest rate since 1982. The market is betting that the Fed will ...
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Why I Don't Invest in Crypto
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Cryptocurrencies have taken off. Just 12 years since the debut of Bitcoin, the first crypto, the total value of all cryptocurrencies has soared to more than $2 billion globally. That's more than twice ...
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Higher Interest Rates Could Hammer Stocks
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Inflation is back. U.S. consumer prices rose 6.2% year-over-year in October, the steepest increase in more than 30 years, as a flood of cheap money surging met consumer demand and supply chain bottlenecks. ...
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Time to Make a Shopping List
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... No one can say with certainty where the market will go from here. But stocks have gone more than 13 years without a major correction, so a pullback of 10% or more would not be surprising. But rather ...
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How to Handle the Market’s Volatility
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... for stocks to decline during the fall, but it's starting a little earlier this year. I expect the bumpy ride to continue, possibly for a few more quarters. There are always multiple factors in market disruptions; ...
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How to Handle the Market’s Volatility
(Main Content/blog)
... for stocks to decline during the fall, but it's starting a little earlier this year. I expect the bumpy ride to continue, possibly for a few more quarters. There are always multiple factors in market disruptions; ...
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Where to Invest Now? It's Tricky
(Main Content/blog)
... the proceeds, there's no obvious place to reinvest that money. High-quality bonds are unappealing because of their low yields--10-year Treasuries are yielding just 1.3%. And the possibility of rising ...
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Will Biden Double the Capital Gains Rate?
(Main Content/blog)
... per year. In terms of the income tax, Biden wants to raise the top rate from 37%, where it stands now, to 39.6%. He also wants to lower the floor of the top income bracket. Under his plan, a married ...
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When Will Stocks Rise Again?
(Main Content/blog)
Remember when the stock market seemed like it would go up forever? Between March 20 of last year and May 7 of this year, the S&P 500 index gained 84%, driven by factors like government stimulus spending, ...
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How to Invest for Inflation
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After years of ultra-low inflation, costs are rising at their fastest rate since 2008. The poster child this time around is lumber, where prices have risen more than 85% this year and 280% in the past ...
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Rising Inflation and Interest Rates: What to Do
(Main Content/blog)
... of their price, which is why yields have been rising. The benchmark 10-year Treasury is now yielding about 1.6%, up from half a percentage point in August of 2020. Rising Treasury yields rise are mortgage ...
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The Stock Market Rotation is Here
(Main Content/blog)
... even as the laggards make up ground. Many of the past year's fast growers are good companies whose price could resume appreciating over the long run, albeit more slowly than we've seen over the past year. ...
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What the Democrats' Win Means for Stocks
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... While the distribution of the highly effective vaccines is good news, the rollout has been disappointing. At the current rate, it will take an estimated three years to achieve so-called herd ...
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Use Tax Planning to Grow Wealth Faster
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The most financially successful people know that growing wealth isn't just about what you earn, but also about what you keep. And that means keeping your tax bills to a minimum. With the end of the year ...