Last week on an advisor call I was recapping my post-election blogs as I discussed: the euphoric post election rally, not letting political opinions influence our investment decisions, valuations and the chances of yet another 20%+ rally in 2025, what tariffs really are and the likely impact on the economy
It always goes in phases, but when there is a long, jaw-dropping run in a single stock and especially stocks inside of one industry we start getting questions from advisors and clients about first investing in the daily headline-making stock, followed by "what do you think is the NEXT (fill
The stock market continues its stampede higher following the re-election of Donald Trump. The assumption is apparently everything will be awesome. I truly hope that is the case, but as I outlined the week after the election, there are several areas where I believe voters, investors, and the President-elect himself
As I've said since the election, there is no point right now trying to predict what will happen over the next year (or four). Based on my inbox, everyone has their predictions. Maybe it's because their marketing people tell them they have to, but based on my experience there is
Back in 2008 I coined a phrase, "Do not let your political opinions influence your investment decisions." I did this because we had a flood of clients and advisors with some dire predictions following the election of President Obama. This of course was based on some pretty extreme campaign talking