“Over the last 40 years, 71% of the market returns came from dividends, not capital appreciation. So, rule one for me is I’ll never own stuff that doesn’t pay a dividend, Ever.” -Kevin O’Leary (Shark Tank) Forbes interview I know I used that quote in last month’s newsletter but we wanted to follow through on …
The word ‘politics’ is derived from the word ‘poly’, meaning ‘many’, and the word ‘ticks’, meaning ‘blood sucking parasites.’ – Larry Hardiman There is much concern over the upcoming presidential election. I don’t know if I have ever seen this much polarization over an outcome of an election. Some are quite concerned about how their …
“…these plans have not yet been taxed so they’re sitting ducks for future higher taxes, and that’s exactly what’s going to happen” -Ed Slott, CPA referring to 401k’s and IRA’s. If you listen to our radio show this Saturday/Sunday at 8am – 9am on News Talk 940 AM then you will hear about taxes in …
The stock markets continue to churn along as if nothing is happening. As of this writing the S&P 500 is up 13.76% for 2023. Last year the S&P 500 lost -19.64%. To get back to pre-2022 account value you will need to make +41% this year, so +13.76 still falls short. If you consider a …
The Road Goes On Forever And The Party Never Ends Read More »
The markets are going higher and higher. Tell me something I don’t know,” you say. “Not everything is going up.” I started this article a week before the market selloffs began in early September. All summer we have watched the markets march higher and higher. But the numbers are a little misleading. A few stocks …
“All capital investments inherently suffer the risk of permanent capital loss. As an investor, it is your job to differentiate between market volatility and a permanent capital loss.” – Naved Abdali Financial Author If you have saved and invested for any amount of time, you know and understand Volatility! You understand that markets and investments …
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