Stock Talk

Does China Matter for YOUR Retirement Portfolio going into 2023?

With civil unrest in China being broadcasted for the rest of the world to see, the financial markets are slated to have a reaction sooner than later. What will this turn of events overseas mean for your income plan going into 2023? Click here for more!

Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/chinamatters2023

Billionaire Ray Dalio now says Cash is NOT Trash in 2022?

Is cash indeed not trash? Is this relevant for your retirement plan? Back in 2021 during the COVID pandemic, billionaire Ray Dalio told the masses that cash is trash. Seemingly a year later he has completely reversed this statement and now states the opposite. Click here to learn more!

Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/cashnottrash

Jerome Powell vs The Committee - Raising Interest Rates while You’re in Retirement

Relevant for your Retirement Success? In a much-anticipated move, the Federal Reserve, the central bank of the US, raised short-term borrowing rates to a target range of 3.75-4%. While this was expected, interest rate moves are always news for your money and income plan. GO ASTROS! Click here for the full article!

Fed moves are almost always news for you, your family, and your money. As it has been all year, markets were once again whipsawed on the day of the Fed's interest rate increase.

Link to article about Fed: https://www.cnbc.com/2021/11/24/federal-reserve-releases-minutes-from-its-november-meeting.html

Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 @or fill out this form for a free consultation: https://click2retire.com/jeromevscommitteraisingrates

Value Stock or Value Trap...Trick or Treat | Stock Talk Podcast

The subject of this week's podcast? Is that a value stock or group? Or a value trap? When to be a contrarian and not be too early.

We've all done it as investors, even the great Warren Buffett. The "It" is buying a stock or holding on to a stock based on valuation, holding on to it because it's down -30 to 50%, or thinking it's "cheap" only to be massively disappointed by its stock returns going forward. The poster child for this kind of value trap over the last four quarters has been the stock of Facebook, now known as Meta. Click here for more!

Way Back to 1974 Is History Repeating Itself | Stock Talk Podcast

2022 is nearing a historically bad first three quarters for investors in stocks and bonds globally in many ways. The main culprit is our Federal Reserve vowing to bust inflation now by implementing the most aggressive monetary tightening the world has seen since 1994. With most stock indexes down -20% or more, and many bond investors sporting similar sized losses, the lingering question many investors are asking is "Are we there yet?" Are the "lows in for the year?" It's the question asked on a daily basis, with most on T.V. now siding on the side of no. We, like others, don't know for sure. The key signs we are looking for remain a peak in real interest rates and a peak in the U.S. dollar. Click here for more!

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: click2retire.com/wayback1974repeat

 

What Could Go Right? | Stock Talk Podcast

2022 has been a bad nine months for investors in stocks and bonds globally as our Federal Reserve has vowed to bust inflation now. Never mind that our Fed fueled a large part of the inflation currently in the system by downplaying inflation in 2021 and the job market ahead of their inflation goals. They were watching lagging government data while much of the real-time data said it was in the system. Even Fed Governor Christopher Waller admitted last week that they are looking at lagging data, particularly lagging housing market data. Click here for more!

The question to me now isn't down negative twenty to twenty-five percent on the S&P500 over ten months, "what could go wrong" now? That list is well known by now. The question I want to ask is, what could go right?

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/whatcouldgorightPB

Interest Rate Cycles - “The WayBack Machine: 1994”

Global risk asset markets continue to move wildly and trend lower as investors wrestle with the speed at which global Central Banks are raising interest rates and more importantly with the speed at which our Federal Reserve is shocking markets with its multiple 75 basis point rate increases as economic growth grinds to a crawl globally. Last week, the Bank of England, in order to both defend the British pound, and to stave off a pension liquidity crisis, made an emergency intervention announcing it would buy as much government debt as needed to restore stability to currency and bond markets. Click here for more.

In layman's terms, UK's central bank pivoted back to QE, quantitative easing. So that's three central banks back on the QE trail again, the UK, Japan, and Korea. 2022 has been no fun for investors outside of a few macro hedge funds.

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/interstcycleswayback

The Fed’s “Real”ly Hurting Risk Assets

Stock markets moved sharply higher into mid-August, hoping for a shift towards an easier Fed in the fourth quarter and in 2023. Real interest rates were falling into Chairmen Powell's speech in late August. Jerome Powell's 8-minute speech at Jackson Hole on Friday, August 26th, threw cold water on that. The Fed's September 22nd FOMC release and the question-and-answer session that followed with Chairmen Powell put further upward pressure on real interest rates and downward pressure on all risk assets. There was only one winner on the day. The U.S. dollar hit a new decade high. For now, the dollar remains the world's currency of safety. Click here for more!

Turn on the financial news, and you’re bound to have heard the stories for at least 2 weeks already. The story that seasonally speaking, the month of September has been the worst month for stock returns historically speaking. Going back to 1928, the S&P500 is up only 45% of the time with a negative average return of about -1.1%. Midterm Presidential years, like we are in right now, show pretty much the same results, up less than 50% of the time with an average negative return of also -1.15% before getting into the historically seasonally stronger 4th quarter. Third quarters tend to go out on a down note and are not very promising at first glance. However, this short-term pain usually creates longer-term opportunities for investors.

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/3BYsB0P

The Fed is being “Real”ly Aggressive Trying to Catch-up

Stock markets moved sharply higher into mid-August on hope for a shift toward an easier Fed in the 4th quarter and in 2023. Real interest rates were falling into Chairmen Powell's speech in late August, having peaked on June 15th. The markets had interpreted Powell's July comments to signal the possibility of a downshift in the pace of rate hikes. Jerome Powell's 8-minute speech at Jackson Hole on Friday, August 26th threw cold water on that. Since then, virtually every asset market in the world has moved lower on a price basis. Stocks lower, Bond prices lower. Commodity prices? Lower. Click here for more info!

Turn on the financial news, and you’re bound to have heard the stories for at least 2 weeks already. The story that seasonally speaking, the month of September has been the worst month for stock returns historically speaking. Going back to 1928, the S&P500 is up only 45% of the time with a negative average return of about -1.1%. Midterm Presidential years, like we are in right now, show pretty much the same results, up less than 50% of the time with an average negative return of also -1.15% before getting into the historically seasonally stronger 4th quarter. Third quarters tend to go out on a down note and are not very promising at first glance. However, this short-term pain usually creates longer-term opportunities for investors.

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/fedaggressivePB

Are We Having a Seasonally Strong September? | Stock Talk Podcast

September is historically the worst stock return month of the year.  Case closed?  Not necessarily, according to more analysis by Stephen Suttmeier’s data team at Merrill Lynch. Click here to learn more.

Turn on the financial news, and you’re bound to have heard the stories for at least 2 weeks already.  The story that seasonally speaking, the month of September has been the worst month for stock returns historically speaking.  Going back to 1928, the S&P500 is up only 45% of the time with a negative average return of about -1.1%.  Midterm Presidential years, like we are in right now, show pretty much the same results, up less than 50% of the time with an average negative return of also -1.15% before getting into the historically seasonally stronger 4th quarter.  Third quarters tend to go out on a down note and are not very promising at first glance.  However, this short-term pain usually creates longer-term opportunities for investors.

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/septemberstockseasonalPB