Pre Election Market Jitters

By J.K. Roberts, CFP, CRPC | September 21, 2020 | 0 Comments

The last few weeks have been pretty volatile and it looks like today will be more of the same. The S&P 500 index is still up 1.89% for the year as of the last market close (9/18/2020). On the other hand, the DJIA is down…

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Recession 2020

By J.K. Roberts, CFP, CRPC | June 9, 2020 | Comments Off on Recession 2020

The U.S. is officially in a recession according to the National Bureau of Economic Research (NBER). It normally takes nine months to a year for the NBER to call a recession. At three months, this is the fasted recession call in their history. Despite this,…

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Stranger Than Fiction

By J.K. Roberts, CFP, CRPC | May 18, 2020 | Comments Off on Stranger Than Fiction

I read countless books during the Great Recession trying to understand how we found ourselves in a ‘once in a generation’ economic collapse. My wife couldn’t stand the fact I kept delving into such heavy topics at the time. She was always bugging me to…

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Searching for Support

By J.K. Roberts, CFP, CRPC | March 9, 2020 | Comments Off on Searching for Support

The New York Stock Exchange (NYSE) suspended trading for 15 minutes just after the opening bell this morning. This happened because the NYSE hit the first of three circuit breakers that call for a trading curb. These circuit breakers suspend trading when the markets drop…

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Investment Alert: Coronavirus

By J.K. Roberts, CFP, CRPC | February 25, 2020 | Comments Off on Investment Alert: Coronavirus

The Dow Jones Industrial Average (DJIA) posted it’s third-worse point drop in history yesterday. It fell by 1,031 points, which was a decline of -3.56%. The two previous 1,000 point plus declines were in February of 2018. The market fell by -4.6% and -4.15% at…

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