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Where Are We Now? Where Are We Now?
5 days ago - - Judy Loy
Due to COVID-19, the United States posted a negative 32.9% annualized rate of GDP for the second quarter of 2020. To put this in perspective, this is the largest drop in U.S. GDP since 1945 (the year World War II ended). In the 2008 “Great Recession,” GDP only dropped 8.4%. Of course, this GDP i [Read More]
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Much Ado About Everything Much Ado About Everything
181 weeks ago - - Dan Nestlerode
Change is here and we need to adapt and recommit to those things that are dear to us. It is time for critical thinking and careful consideration. [Read More]

You're Retiring. Now What? You're Retiring. Now What?
183 weeks ago - - Judy Loy
For decades, financial planning has concentrated on preparing and saving for retirement. With the ongoing elimination of pension plans, this generation has become more responsible for their own golden years. With 401k and Individual Retirement Accounts being the majority of the Baby Boomer generatio [Read More]

The Investment Markets Ahead The Investment Markets Ahead
185 weeks ago - - Dan Nestlerode
Policy changes alone are not necessarily the end point for the markets. Ultimately, any policy shift will have to reflect measurable positive economic changes. The investment markets will not wait for the actual economic numbers but will most likely anticipate better numbers and react accordingly. [Read More]

Should You Be Making Roth Contributions? Should You Be Making Roth Contributions?
187 weeks ago - - Brittany N. Cox
Isn’t it exciting when you finally become eligible to contribute to your 401(k) at work? It provides that feeling of having a financial future. However, those feelings are usually abruptly interrupted by the extensive list of options from which to choose. [Read More]

A Holiday Reflection A Holiday Reflection
189 weeks ago - - Dan Nestlerode
I closed out my 50-year investment career in April of last year and have been directing my attention toward family and charitable efforts in the Pine Creek Valley. As time goes by, I am getting a better perspective on my career and what now matters in life, at least for me. [Read More]

What the Markets Expect from a Trump Presidency What the Markets Expect from a Trump Presidency
191 weeks ago - - Judy Loy
It has been more than a month since the surprise results of the presidential election, and since Election Day the S&P 500 is up 3 percent, with many sectors gaining traction based on planned policies. President-elect Donald Trump may not be everyone’s cup of tea but so far the U.S. stock market is [Read More]

For Puppies and People, It's All About Consistency For Puppies and People, It's All About Consistency
215 weeks ago - - Patty Kleban
The lessons of consistency in how we conduct ourselves and how we interact with others are applicable in many situations beyond the challenges of puppy training. When people or objects or situations are inconsistent, we learn to doubt. We learn to not trust. [Read More]

Change Is Upon Us (Again) Change Is Upon Us (Again)
225 weeks ago - - Dan Nestlerode
The markets are changing again, but understanding why and where exactly the economy is headed is a challenge for any one investor or institution to know, writes Dan Nestlerode. [Read More]

Seeking Clarity Seeking Clarity
233 weeks ago - - Dan Nestlerode
There are a few people in our business that we should all listen to; not because they can foretell the future, but because they have made the effort to ground their notions about the future of the economy and the investment markets. [Read More]

Stay the Course Stay the Course
235 weeks ago - - Judy Loy
The good news is a long-term bull trend is in play and declines in stocks are a natural, normal part of the investing process. If investing in stocks was easy and there was no risk, there would be no returns. [Read More]

Disappointed, But Not Hopeless Disappointed, But Not Hopeless
236 weeks ago - - Dan Nestlerode
I have a personal list of companies that are ready to blossom when the restraints are removed from industry. It is there that I am looking for significant growth and expansion as well as advances in stock prices. [Read More]

The Consumer: Why 2016 is Poised for a Bull Stock Market The Consumer: Why 2016 is Poised for a Bull Stock Market
239 weeks ago - - Judy Loy
The first trading day of 2016 was a doozy. I awoke to my iPhone alarm and updates from CNN Money and CNBC. The good news is that 2016 is poised to resume the long-term bull market of which we are still in the midst. Why? Because of you. [Read More]

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