In the 20th Century, many important investing principles developed including asset allocation for diversity and the efficient market hypothesis. More recently, politics has risen to cause a shift in the desired measurement of economic welfare. The trendy newcomer is ESG. What is that? ESG is the acronym of Environmental, Social [...]
Last week I provided a concise breakdown of the major changes to retirement account regulations brought about by the passage of the SECURE act of 2022. For more information about this new law check out my article on the topic that ran on 1/11. Today however, I wish to comment [...]
In the midst of all the chaos that comes with the whole Christmas season, you may not have realized that as part of the massive Omnibus Bill signed by Congress to avert a government shutdown, significant legislation was passed related to your retirement accounts. The SECURE Act of 2022 commonly [...]
Would you agree that most investors are glad to see 2022 in the rearview mirror? Even when one obtains better results than the market in a downtrend, the general feeling is still painful. The drop represents real dollars lost from accounts of real people, even if only for a year [...]
I know that many of you reading this column are investors with a long term perspective who generally hold your positions for years. Therefore, today’s message is particularly for you. Since applying technical analysis is definitely not easy or perfect and is labor intensive, keeping stock, bond, or mutual fund [...]
At Stewardship Capital we recently celebrated our 25th anniversary in business. Before 1997, the idea of an independent advisor actively managing the portfolios of clients who were not high-net-worth was quite rare. (Honestly, in many ways it still is 25 years later.) At that time most individuals invested their money [...]
A perceptive client just asked, How is it that a positive jobs report came out last week and the Market proceeded to drop? Great question, I replied. This phenomenon occurs regularly. It is difficult to understand unless one looks at the effects of the news for the intermediate term, months [...]
Recently the crypto industry was rocked to its core with the collapse of the third largest cryptocurrency exchange in the world FTX, and the still developing scandal revolving around the alleged securities fraud committed by its founder and CEO Sam Bankman-Fried. With a value as high as 32 billion weeks [...]
As often stated, much about investing trends can be related to calendar seasons each year. By November 1, an uptrend of indeterminate length usually begins. Since this year’s market highs came on January 4, such a change in trend could not be more welcome! Today, I will focus upon where [...]
It’s never fun to pay capital gains taxes on investments you hold. It’s significantly less fun to have to pay them in a year where your account balances have suffered heavy losses. That however, is the scenario many may face this year. Today, I want to provide some insight into [...]
