SimpleVisor Makes Relative Rotation Simpler, Part 2
Part 1, Relative Rotation- Unlocking the Hidden Potential, reviews relative rotation strategies on pairs of securities and how understanding and assessing the relationship can help investors better manage their portfolios during bull and bear markets. Part 2 shares valuable tools […]
What Is A Financial Advisor? Consider These Seven Concepts.
Richard Rosso, CFP shares his recommended reading list for 2021. A solid library of literary insight can lead to more prosperous financial results.
Career Risk Traps Advisors Into Taking On Excess Risk
Financial advisors get a bad rap. Some deserve it; most don't. The problem for the financial advisory community stems from the "career risk" they face.
Analysts Are Always Bullish For A Simple Reason
It's that time of year when Wall Street analysts start pinning targets for next year's performance of the S&P 500. Unsurprisingly, they are unanimously bullish, but there is a simple reason for that, which we will discuss today.
Financial Advisors Are Trapped By “Career Risk.”
Financial advisors get a bad rap. Some deserve it; most don't. The problem for the financial advisory community stems from the "career risk" they face.
Margins and Valuations Put Stocks at Risk
These days the financial media spends a lot of effort linking the Fed’s future actions with the direction of stocks. The rally since last fall is primarily based on hopes for a Fed pivot. Conversely, the recent decline is blamed […]
The Confidence Gap: Noise Or Omen?
As shown in the graph below, the University of Michigan’s consumer sentiment gauges tells us that consumer confidence is now the worst its been since the survey began in 1952. Despite the confidence gauges being lower than during peak Covid […]
Market Lesson: Why Panic Is A Costly Mistake
The Iran shock erased 18% from valuations and fully recovered in two weeks. Investors who panicked missed it all. Here’s what the market lesson is about: risk management, behavior, and what to do with your portfolio right now. The stock […]
Short Covering Rally Or Is The Bull Market Back?
The market didn't just recover this week. It made new history. Monday opened with the S&P 500 erasing all losses since the Iran war began. The market rose 1% to its highest close since late February. Driving that rally were reports that Iran had reached out to the Trump administration despite a U.S. naval blockade of the Strait of Hormuz. The buying accelerated from there. By Wednesday, both the S&P 500 and the Nasdaq Composite closed at fresh all-time highs. With investors pricing in an increasingly credible path to a permanent peace deal, the bulls regained control.