December 17, 2018 Weekly Economic Update
In this week’s recap: inflation moderates, oil prices head south, and equities have a tough week.
December 10, 2018 Weekly Economic Update
In this week’s recap: the pace of job creation slows, the factory & service sectors expand, OPEC signs off on an output cut, and Wall Street copes with turbulence.
November 2018 Equity Trend Report
Despite the modest returns for the month of November, the market has reminded us about the “Wild World” of investing in equities in 2018.
Tax Considerations for Retirees
The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.
November 26, 2018 Weekly Economic Update
In this week’s recap: a gain in existing home sales, a dip for consumer sentiment, more pain for the oil sector, and more losses for the big three.
November 19, 2018 Weekly Economic Update
In this week’s recap: a bit more inflation pressure, a big fall retail sales gain, another setback for light sweet crude, and a down week on Wall Street.
October 2018 Equity Trend Report
Despite the poor start to the fourth quarter, the Equity Trend Model stayed positive year-to-date and on a one year basis up 4.98% and 6.75% respectively.
Tolerate the Turbulence
Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm.
October 22, 2018 Weekly Economic Update
In this week’s recap: home sales lag, retail sales barely improve, new Fed minutes discuss staying the course, and major equity indices advance.
September 2018 Equity Trend Report
Equity Trend followed up its strong strong month in August with a positive return for September gaining 1.27%.