by David Wagner | Oct 5, 2021 | Market Updates
Developments over the Past Month: Recap: After successfully testing it’s 50-day moving average nine times so far in 2021, the S&P 500 finally broke below this threshold in September and has tested the 100-day moving average now twice. As of month end, in...
by David Wagner | Sep 7, 2021 | Market Updates
Developments over the Past Month: Apparently, stocks just go up. Because that’s what they did in August, as it was superlative city again, given that the market has now seen numerous all-time closing highs – fifty-five in 2021 to be exact. The market is...
by David Wagner | Aug 2, 2021 | Market Updates
Developments over the Past Month: Stocks continue to see the path of least resistance being up. For the sixth time this year, the S&P 500 bounced off its 50-day moving average. Still, year-to-date, the market has not seen a decline greater than 5.0%. Year-to-date,...
by David Wagner | Aug 2, 2021 | Blog
Let’s Party Like it is 1999! No investor ever wants to participate in a “Lost Decade” – domestic U.S. stocks encountered this problem in the 2000s, international caught it in the 2010s. Moving forward, we believe that traditional fixed income could be the lost...
by David Wagner | Jul 28, 2021 | Blog
Performance During Taper Tantrums: I would consider the cliché idiom, “nothing is certain except death and taxes” to be wrong. Why? Because I would personally add the following certain items: The Cincinnati Bengals will lose their next playoff game, and The Fed...