The worse the news gets, the better the price is.

By J.K. Roberts, CFP, CRPC | August 5, 2019 | Comments Off on The worse the news gets, the better the price is.

The Dow Jones Industrial Average (DJIA) fell by 961 points today earlier today. While it recovered afterwards, the index still closed 766 points lower. It’s the worst day for stocks since January and the market is down for the sixth day in a row. We…

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What does Boris Johnson mean for your portfolio?

By J.K. Roberts, CFP, CRPC | July 30, 2019 | Comments Off on What does Boris Johnson mean for your portfolio?

As some of you may know, Boris Johnson recently became the Prime Minister of the United Kingdom. He assumed the role after the previous Prime Minister, Theresa May, resigned over her failure to resolve the Brexit issue. Boris Johnson faces an October 31st deadline to…

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Mid-Year Review

By J.K. Roberts, CFP, CRPC | July 8, 2019 | Comments Off on Mid-Year Review

‘Sell in May, go away’ is a common adage among traders during the summer months. In general, the market often loses steam between May and October. Some speculate that this is a result of lower productivity as workers take time off. That makes some sense…

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Mueller Report: Impact on Investments

By J.K. Roberts, CFP, CRPC | April 22, 2019 | Comments Off on Mueller Report: Impact on Investments

The full Mueller Report was released hours before the holiday weekend. The findings in the report have the potential to drastically alter the political landscape. That, in turn, can have a major impact on the direction of the economy. Over the long weekend, I completed…

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Q1 Market Report

By J.K. Roberts, CFP, CRPC | April 8, 2019 | Comments Off on Q1 Market Report

So far, 2019 has been a good year for the stock market. The S&P 500 index shot up over 14% during the first quarter. Of course, several major indices ended in bear market territory last year. Investment analysts are divided on the direction the markets…

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