Market Update: Q1 Review – What We’ve Seen, What to Watch For

This week’s episode offers a look back over a strong first quarter of the year in the markets highlighting some good (stocks) and some not so good (bonds… still!) of the asset classes year-to-date. Beyond the review of what has happened, Jesse & Chris attempt to draw some attention to the positives to hold on…

S&P 500: 100 Day Hot Streak

Whether you’re enjoying March Madness, or are anticipating the Masters, most of us have experienced seeing someone on an amazing hot streak in basketball or golf, only to see the hot streak of shots or putts crash and burn before the end of their game or tournament. Having witnessed enough of these things we can…

Direct Indexing: Tax Smart Investment Strategy

Random Gleanings this week covers the topic of Direct Indexing as a tax smart investment strategy for dollars invested outside of a specified retirement account (IRA, Roth, 401(k), etc.). The strategy can be very useful for those seeking: – Index-like Returns with lower tax liability (to those of an ETF or Mutual Fund index strategy)…

Dollar Cost Averaging

Riding on the coattails of last month’s topic of volatility, let’s discuss how to minimize the impact of volatility by something called dollar cost averaging. #401k #planning #financialplanning #volatility #dollarcostaveraging #retirement Let us know if you have any questions. Contact our team at info@proplanwealth.com.

Animal Spirits – The Return of Irrational Exuberant Vibes?

The “Animal Spirits” of positivity and speculation seems to be the mood of the markets presently. Jesse & Chris work to point out some reasons to consider the markets ability to maintain the momentum through the all-time highs and offer some thoughts on how the Fed may be reassessing their strategy in the face of…

Strong Economy? Investment Areas Beyond Tech Stocks to Consider

This week on Random Gleanings, Chris & Jesse take a look at parts of the market beyond technology. Despite all the media attention paid to Nvidia and the like, the guys look at some surprising stocks that have done as well or even better over the past six months. In addition to this, there’s a…

Corporate Cash: Good for Stocks?

The news of the week will be Nvidia’s earnings call. While Jesse & Chris touch on that subject in this week’s episode, the majority of the discussion is spent on the challenge of the current environment – the consideration of Strong Earnings & Massive Corporate Cash Hoards against the Continued Challenges of low unemployment and…

NVIDIA crazy stats

#NVIDIA has been on a meteoric rise up the stock market lately with some extraordinary gains: they now have a higher market cap than the entire energy sector of the S&P500, they just passed Amazon in market cap to become the 4th largest US company, they are now worth as much as the entire Chinese…

NVIDIA : Will it Continue? A Look at the World’s Hottest Stock

Regardless of whether you think Artificial Intelligence will be the biggest technological revolution of all-time, the downfall of humanity, or somewhere in between the topic and participating stocks have sucked up all the oxygen in the stock market and financial media over the last 12-18 months. While there have been plenty of companies/stocks that have…

Market Volatility is Normal

While none of us enjoy a downturn in the market, volatility is normal. With the right perspective and some time on your hands, there can be some positivity within this negativity! #market #marketvolatility #financialwellness #financialplanning #financialeducation