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What I'm Thinking

W.I.T. #19 – November 8, 2022                                                                                                                                                                                                                  Where Do Fund Managers Put Their Own Money?                                                                                                                                                                                   Fund managers are respected and trusted by their investors, but do they follow their own advice?

W.I.T. #18 – October 27, 2022                                                                                                                                                                                                                        The 35th Anniversary of "Black Monday"                                                                                                                                                                                                       On October 19th, 1987, the Dow Jones fell 500 points. How would you react if you heard that happened today?

W.I.T. #17 – October 12, 2022
What If You Were the World's Worst Market Timer?
No one wants to see their money go down soon after they invest, but how bad does it get if you always invested right before market crashes?

W.I.T. #16 – September 30, 2022
The Impact of the War in Ukraine on Wheat Prices
The war in Ukraine has caused all kinds of problems. One of the big ones expected in spring (see W.I.T. #3) was a disruption of grain supply and high prices for things like wheat. How has that played out so far this year?

W.I.T. #15 – September 14, 2022
How to Think About this Year's Market Volatility
It sure feels different this time, but is it? We take a look at how this crazy year in the stock markets fits into history...

W.I.T. #14 – August 31, 2022
Does the Money Supply Matter More Than Interest Rates?
The economist Milton Friedman highlighted the impact that the money supply has over inflation, more so than interest rates. The sudden increase in the money supply over the last two years may help explain the inflation we are dealing with today.

W.I.T. #13 – August 11, 2022
How Does Income Inequality Affect YOU?
Income inequality has been a hot topic of discussion recently, but why do you care? Research shows it may be an instinct that has been wired into us by nature...

W.I.T. # 12 – July 27, 2022
The Terrible First Half of 2022 for the S&P 500 Isn’t Quite as Bad as It Seems
This year’s terrible market performance has many people feeling overwhelmed. Here's some good news you likely haven't seen elsewhere...

W.I.T. # 11 – July 15, 2022
Is the Shrinking Middle Class Really a Bad Thing?
Many of us have heard about the shrinking middle class in America, that doesn't tell the whole story...

W.I.T. #10 – June 30, 2022
Do the Best Days of Stock Returns Occur During Bear Markets?
Bear markets are something we all wish we could avoid, but is it possible that over half of the best days in the stock market happen in the middle of a bear market?

W.I.T. # 9 – June 9, 2022
What I Learned at Disney
At his first-ever trip to Disney World, my son decided to try a rollercoaster that scared him. He ended up loving it, but this reminded me that evaluating the whether a decision was a good one does not involve results...

W.I.T. # 8 – May 25, 2022
When Will the Market Bottom?
Account values have been dropping all year; when will it stop? Here is an answer to that question that you might not have heard before...

W.I.T. # 7 – May 11, 2022
Warning: Recession Ahead?
Some of the brightest minds in finance are predicting a coming recession; but at the same time many very smart financial pros are seeing no evidence of recession on the horizon. Both can't be true...

W.I.T. # 6 – April 29, 2022
Will Inflation Ruin Your Financial Plan?
Will sky-high inflation throw your financial plan off course? Proper planning already has this baked into your analysis...

W.I.T. 5 – April 22, 2022
Retirees Are Seeing Their Income Skyrocket
That’s probably not a headline you've seen. But if bonds are paying better interest rates than they have in years, doesn't that help folks living on a fixed income?

W.I.T. 4 – March 30, 2022
Is The U.S in a Debt Crisis?
American households took on record amount of new debt in 2021, but one headline doesn’t tell the whole story...

W.I.T. 3 – March 23, 2022
How Will the War in Ukraine Affect YOUR Money?
This is a scary time with the war going on in Ukraine. Research shows that geopolitical events typically have a negative impact on stock market returns, but how long should we expect that to last?

W.I.T. 2 – February 28, 2022
Inflation is Up! Has the Cost of Living Increased?
We all know about rising inflation as reported by the government, but does it really cost more to live?

W.I.T. 1 – February 21, 2022
Stock Market is Falling! What Should I Do?
What should we expect for the stock market in 2022...and more importantly what should we DO (or NOT do) about it?