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Monday, June 11, 2018

G whiz! Never before could the Group of 7 (G7) Summit have been mistaken for reality TV. The generally dignified annual meeting of leaders from the United States, Canada, France, Germany, Italy, Japan, and the United Kingdom (along...

 

Monday, June 4, 2018

If the countries were instruments, last week sounded like a fifth grade garage band. World markets were buffeted by a clamor of good, bad, and unexpected news last week. Events that captured media and investor attention included:...

 

Wednesday, May 30, 2018

Geopolitical uncertainty didn’t dent U.S. stocks last week. Geopolitics is the intersection of geography, economics, and politics. Last week, there were some fine examples of the ways geopolitical events can create uncertainty....

 

Monday, May 21, 2018

Too much? Too little? Or just right? U.S. stock markets were relatively calm, although they finished the week lower. U.S. Treasury yields hit a 7-year high and finished the week above 3 percent. While these were notable, the most...

 

Monday, May 14, 2018

Splash! How do employers lure staff in a tightening labor market? The curly tail grubs and spinnies of the business world are higher wages and better benefits. During the past decade, the employment picture in the United States has...

 

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Monday, May 7, 2018

What in the world? A lot happened last week. Some of the notable events included: Trade talks between the United States and China. The talks were described as “frank, efficient, and constructive,” although significant...

 

Monday, April 30, 2018

A meeting of the minds. The Federal Reserve and the U.S. bond market appear to be in agreement about the direction of interest rates. For more years than anyone cares to count, investment professionals have been predicting the end of...

 

Monday, April 23, 2018

The world is in debt. The April 2018 International Monetary Fund (IMF) Fiscal Monitor reported global debt has reached a historically high level. In 2016, debt peaked at 225 percent of global gross domestic product (GDP) (the value of...

 

Monday, April 16, 2018

What do you think? Are you bullish, bearish, or neutral about the U.S. stock market? Are U.S. stocks undervalued, overvalued, or fairly valued? What is the biggest threat the U.S. stock market faces this year? During the first four...

 

Monday, April 9, 2018

You could almost hear the spurs jingling. Trade tensions ratcheted higher last week as the United States and China staked new positions on the not-so-dusty main street of trade. It was the latest round of posturing in what has the...

 

Monday, April 2, 2018

In like a lion… Investors roared into 2018. During the first week of the first quarter of the New Year, the Dow Jones Industrial Average rose above 25,000 for the first time ever. Less than two weeks later, it closed above 26...

 

Tuesday, March 27, 2018

Why am I saving and investing? After a week like last week, it’s an important question. There are many reasons people save and invest, including to: Live the life they want today and in the future Accumulate resources so...

 

Monday, March 19, 2018

It’s a good time for a gut check. Last week, after sliding lower for four days, the Standard & Poor’s 500 Index recouped some of its losses on Friday. The reasons behind the week’s poor showing were diverse....

 

Monday, March 12, 2018

It’s a bird…It’s a plane…It’s a labor shortage! There is little doubt the Millennial generation has been reshaping our world. One of the most remarkable aspects of this demographic group is a preference...

 

Monday, March 5, 2018

As Yogi Berra once said: It’s déjà vu all over again. Last week, global stock markets took a bit of a dip after President Trump announced a 25 percent tariff on steel and a 10 percent tariff on aluminum. Tariffs are...

 

Monday, February 26, 2018

­Weekly Market Commentary February 26, 2018 The Markets U.S. Treasuries are offering a lesson in supply and demand. Last week, the U.S. Treasury auctioned $258 billion in bonds. Treasury auctions are the way the United States...

 

Tuesday, February 20, 2018

As New York Fashion Week ended, inflation strutted its stuff. Ever since the Federal Reserve began raising the Fed funds rate in 2015, analysts have been anticipating higher inflation. The fact that price increases remained relatively...

 

Monday, February 12, 2018

Back to reality... After months of eerie calm, stock market volatility has returned. The CBOE Volatility Index (VIX) – a measure of how turbulent investors expect stock markets to be during the next 30 days – appeared to...

 

Monday, February 5, 2018

It was not a good week for stocks. Last week, stock markets around the world lost value. In the United States, the Standard & Poor’s 500 Index (S&P 500), Dow Jones Industrial Index (Dow), and NASDAQ all finished lower. Some...

 

Monday, January 29, 2018

The numbers are coming in. Publicly-traded companies report their earnings and sales numbers for the previous quarter in the current quarter. For example, fourth quarter’s sales and earnings are reported during the first quarter...

 

Monday, January 22, 2018

Last week, the United States government might as well have hung a sign on the front door of the Capitol that read, “Gone negotiating. We’ll be back in…however long it takes.” In 2013, the U.S. government closed...

 

Wednesday, January 17, 2018

Inflation, inflation, where’s the inflation? The U.S. Federal Reserve has been raising interest rates in anticipation of higher inflation. In its 2018 forecast, Goldman Sachs indicated it expected to see “a gradual increase...

 

Monday, January 8, 2018

Whoosh! Bang! Flash! Fizz! Whistle! U.S. stock markets delivered their own version of fireworks to celebrate the New Year. During the first week of 2018, the Dow Jones Industrial Average hit a new all-time high, moving above 25,000 for...

 

Thursday, January 4, 2018

Will Interest Rates Move Higher? The last bear market in bonds began in the middle of the last century and lasted for about 31 years. Some investors who bought bonds in 1950 locked in relatively low rates of return for a very long time...

 

Tuesday, January 2, 2018

How good was 2017? It was so good, the Standard & Poor’s (S&P) 500 Index finished in positive territory every month for the first time ever (on a total return basis), reported Barron’s. All major U.S. indices finished the...

 

Tuesday, December 26, 2017

It’s time to turn your mind to taxes. Last week, President Trump signed tax reform, officially titled ‘An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal...

 

Monday, December 11, 2017

I've increasingly had clients and in general, everybody asks our opinion on Bitcoin and cryptocurrency. Here's my opinion, I don't fully understand it and even if I did it's too risky for my money. The one thing I will say though is...

 

Monday, December 11, 2017

The Markets “It's the hap- happiest season of all.” While holidays don’t make everyone happy, investors should be feeling festive. The Standard & Poor’s 500 Index is up more than 18 percent year-to-date. The...

 

Monday, December 4, 2017

What will it take to shake investors’ confidence? From the perspective of unsettling events, last week was jam-packed. North Korea claimed to have the capability to strike the United States with a nuclear missile, tax reform...

 

Monday, November 27, 2017

There was a lot to be thankful for last week. Stock markets around the world may have ripened to full-slip sweetness this year. Emerging markets have delivered the most attractive returns year-to-date. The MSCI Emerging Markets Index...

 

Monday, November 20, 2017

Are investors more like tigers or African wild dogs? It appears investors – retail and institutional – have become rather like predators. They patiently stalk shares, waiting for a dip, and then they strike – buying...

 

Monday, November 13, 2017

Selling it overseas pays off. Most of the companies in the Standard & Poor’s 500 (S&P 500) Index have reported third quarter earnings per share (EPS), which is the profit earned per share of stock outstanding during the period....

 

Monday, November 6, 2017

“Taxes are what we pay for a civilized society.” U.S. Supreme Court Justice Oliver Wendell Holmes’s statement is engraved on the front of the Internal Revenue Service building in Washington, D.C. Some people agree...

 

Thursday, November 2, 2017

The last full week of October was a box full of surprises. First, U.S. economic growth exceeded expectations. The devastation wrought by Hurricanes Harvey, Irma, and Maria was widely expected to stifle U.S. quarterly growth, according...

 

Monday, September 25, 2017

“I can’t get invested right now.” That’s the statement a recent prospective client said to me. “Why not?” I replied back. “The markets are too high and it’s a bubble, and I’m...

 

Monday, September 18, 2017

From May through July, hackers exploited a website vulnerability at Equifax, one of the major consumer credit reporting agencies. If you have a credit report, there is a chance your sensitive and personal information including Social...

 

Monday, August 28, 2017

Understanding your risk tolerance is complex, and the standard questionnaire provided by financial planners may not capture an accurate picture. One reason is they sometimes combine different aspects of the risk profile that should be...

 

Monday, August 7, 2017

I had a colleague write me the other day and the email simply said, “I hate this market.” No other context was given besides his brief statement. Now normally this statement wouldn’t really give me pause, but then I...

 

Thursday, April 20, 2017

We believe that advisors can play a critical role in their client’s investment success, and that their role as a behavioral coach can be an important contribution to that endgame. But, behavioral coaching is most effective in the...

 

Wednesday, March 22, 2017

- CNN Money, March 6th 2009: Stocks staged a comeback late Friday afternoon, with the Dow and S&P 500 bouncing after hitting 12-year lows on a bleak February jobs report and more worries about the bank sector. The Dow Jones industrial...

 

Wednesday, February 15, 2017

The Roman poet Virgil once said in the epic poem The Aeneid. “I fear the Greeks even when they bring gifts.” This line was in relation to the Trojan horse left by the Greeks to gain entry into the walled city of Troy. The...

 

Monday, January 23, 2017

Sentiment and psychology are the true boogeyman of the investing world. Except this boogeyman just happens to be real. Sentiment is the one of the huge drivers of stock prices, and it normally happens at the most inexplicable times....

 

Friday, November 4, 2016

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness...

 

Thursday, October 27, 2016

Lately, client meetings have revolved around one topic, the American Presidential Election. American’s top three concerns at any given time are the economy, their job, and money. Not particularly in that order, but if you ask...

 

Tuesday, October 11, 2016

The market hasn’t cooperated lately. On the other hand, it hasn’t been uncooperative either. It’s simply in a pause, a stick in the mud, a stump that won’t move you could say. It has been bouncing around its...

 

Wednesday, September 7, 2016

The federal funds rate is the interest rate at which depository institutions trade federal funds (balances held at Federal Reserve Banks) with each other overnight. When a depository institution has surplus balances in its reserve...

 

Friday, August 26, 2016

Benjamin Franklin once remarked there are two certainties in life, death and taxes. One is an inevitable part of being a mere mortal on this flying rock, and the other is the price you pay for a civilized society. In my line of work...

 

Tuesday, August 16, 2016

Investing is tough, plain and simple. The psychological anguish is probably the biggest hurdle most clients have to deal with day in and day out. The 24-hour news flow, the internet, phones, the talking heads…you get the idea....

 

Friday, July 1, 2016

I remember sitting there last Thursday night annoyed that once again the Minnesota Twins were getting shellacked by the Phillies. At least the Bay area teams were holding their own, I thought. The Giants were up on the Pirates, and the...

 

Friday, June 24, 2016

Voters in the United Kingdom decisively opted to leave the European Union on Thursday, favoring Brexit over staying by an unexpectedly high margin of almost three percentage points. Polls showed that support for leaving the EU revolved...

 

Wednesday, November 11, 2015

My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the American Capital...

 

Tuesday, November 3, 2015

My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the American Capital...

 

Friday, October 16, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Monday, October 5, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Tuesday, September 29, 2015

My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the American Capital...

 

Monday, September 21, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Tuesday, September 15, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Monday, August 17, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Thursday, July 9, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Monday, June 22, 2015

By D. Scott Peterson My weekly talking points are snippets of ideas that are pertinent to today’s markets. They come from my readings, American history background, and from 30 years’ experience trading and investing in the...

 

Monday, June 15, 2015

Here I bring you my 10 talking points for the week. These are things that I think are important to note in the market. This also is way for my clients and readers to drill down and block out the background noise of the day to day...

 

Monday, June 8, 2015

By D. Scott Peterson Here I bring you my 10 talking points for the week. These are things that I think are important to note in the market. This also is way for my clients and readers to drill down and block out the background noise of...

 

Monday, June 1, 2015

1. Last week we talked about risk and how investors tend to focus on sensational risks that may never happen. 2. Newsletters, the media, pundits constantly argue about the possibility of some dramatic event that will collapse stock...

 

Wednesday, May 27, 2015

1. Last week we talked about risk and how it’s misunderstood. We pointed out that your biggest long term financial risk was failure to build your wealth + investing enough for retirement. 2. There are many risks associated with...

 

Wednesday, May 27, 2015

By D. Scott Peterson 1. What does the concept “risk” really mean when applied to the financial markets? 2. Some pundits oversimplify the term by saying it means, “you will lose money,” or even “you could...

 

Monday, May 11, 2015

By D. Scott Peterson Here I bring you my 10 talking points for the week. These are things that I think are important to note in the market. This also is way for my clients and readers to drill down and block out the background noise of...

 

Thursday, May 7, 2015

By D. Scott Peterson Here I bring you my 10 talking points for the week. These are things that I think are important to note in the market. This also is way for my clients and readers to drill down and block out the background noise of...

 

Monday, April 27, 2015

By D. Scott Peterson 1. The market continues to grind higher. The noteworthy event is that the NASDAQ eclipsed its 2000 high—finally. It took 15 years.1 2. 1st Quarter earnings have been relatively strong, at least as of now. 3....

 

Tuesday, April 21, 2015

By D. Scott Peterson In future posts will be switching to Scott's 10 talking points for the week. People seem to like numbered lists and so do we. Enjoy! 1. Get used to this volatility. The Dow, down 300, up 200, and so on. There are a...

 

Tuesday, April 7, 2015

By D. Scott Peterson Fridays Jobs report came in at 126,000 while analysts had estimated 245,000.1 And, February’s total jobs number was revised down to give more credence to a US economic slowdown. This will lead to more...

 

Monday, March 23, 2015

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Saturday, March 14, 2015

By D. Scott Peterson BEWARE THE NOISE Each weekend I use Saturday a.m. to research and study what the markets are up to. It’s very easy to get lost in market noise with the national media manufacturing drama with every twist and...

 

Monday, March 9, 2015

By Jess Peterson It seems to be happening more and more these days where I find myself in front of a dooms sayer lecturing me on the market, government, Obama, the dollar, and the UN. I don’t know where exactly these people come...

 

Monday, February 23, 2015

A short list of articles we wish to share with clients and our readers. Sometimes the list will be longer or shorter depending on the news from that week. Once again some of the articles may have to do with investing while others may...

 

Friday, February 20, 2015

The French playwright Moliere once remarked, "The duty of comedy is to correct men by amusing them." Saturday Night Live 40th anniversary political special embodies that quote. SNL is for lack of a better term an institution in the...

 

Wednesday, February 18, 2015

This blog will hopefully turn into something that clients and people searching for financial advice and sanity will come to read and enjoy. This blog won't be dedicated only to retirement advice and investing themes or portfolio...