First Things First September 13, 2022 was the worst day of the year for the overall markets. This was caused by news that inflation was higher than expected and concerns that the Federal Reserve will continue to raise rates. Then on the very next day, on September 14th, news was released indicating wholesale prices had [...]
By Bob Barber, CWS®, CKA® Establish written financial goals: PROVERBS 20:5, PROVERBS 21:5 Seek wise financial and investment counsel: PROVERBS 19:20 Cultivate a long-term perspective: LUKE 14:28 Diversify your portfolio: ECCLESIASTES 11:2 Consistency is crucial, don’t make haste to “get rich quick”: PROVERBS 28:20-22 Avoid risky investments if you can’t afford a loss: ECCLESIASTES 5:13, [...]
Mid-April 2022 Market Commentary First Things First In the last few weeks, we’ve seen a large influx of prospective clients the likes of which we haven’t seen in a long time. In my many years of experience, this is a good and bad thing because this happens every time I have seen a prolonged bear/down [...]
Mid-March 2022 Market Commentary The Ukrainian/Russian war, Iran's missile launch a few days ago, high gasoline prices not seen in 8 years, rampant inflation from over 9 trillion dollars in stimulus packages the last few years, political instability, and extreme volatility in the stock and bond markets. If it all sounds quite concerning, it is [...]
February 25th, 2022 Market Commentary As promised in the text we sent out this morning, with the world events that are unfolding at this time due to the Russia/Ukraine conflict and how this may affect the markets, here is the Market Commentary. We have also scheduled a webinar for Saturday, February 26th at 11am Central [...]
February 1st, 2022 Market Commentary January was a very emotional and speculative month for the markets as day traders reacted aggressively to the Federal Reserve and what it MAY do with interest rates between now and the end of the year and how they could affect the profitability of companies. The Invesco QQQ Trust (QQQ), [...]
By Bob Barber, CWS®, CKA® The only guarantee in the stock market is that it will have ups and downs. This is true in any market, not just the stock market. So what should you ask yourself when the markets are in a downward trend? Take a look through the following seven questions to help [...]
January 2022 Market Commentary Update When Covid-19 hit, the Federal Reserve and the government put over 8 trillion dollars into the economy to stimulate it. This influx created massive inflation, especially in real estate and a significant stock market rally. Now, the federal reserve is saying no more “Free Candy” as they pull back stimulus [...]
By Bob Barber, CWS®, CKA® I find many people actually believing that high investment returns are one of the only ways to wealth, and for a very small minority, it is. but for the majority, high investment returns have little to do with obtaining wealth. Over my 37 years, I have studied the traits of [...]
