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Monday, September 14, 2020

After gaining over 75% from its March 23 low, the tech-led Nasdaq Composite finally corrected to start September, its worst two-week performance since the first quarter selloff. In just three trading days, the index shed 10%, which...

 

Monday, August 31, 2020

Two of the highest profile stocks, Apple and Tesla, are undergoing stock splits today. Most investors should be aware by now that a stock split does not make the total value of your share ownership higher post-split. After all, if you...

 

Tuesday, August 25, 2020

Inflation is one of the most significant risks investor’s face. Even at fairly mild levels, it can destroy purchasing power in very little time. There are 2 inflationary episodes in ‘recent’ memory that explain a...

 

Thursday, August 13, 2020

The S&P 500 has nearly completed a full recovery from the first quarter selloff, briefly jumping above its record closing level in yesterday’s trading session, just shy of the intra-day all-time high of 3,393. According to...

 

Monday, August 3, 2020

Q2 of 2020 marked the worst of the fallout from the Virus, as illustrated by the start of the shutdowns, historic levels of unemployment & job losses, hundreds of thousands of deaths, and numerous bankruptcies. So last Thursday when...

 

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Monday, July 27, 2020

Monday, July 27th, 2020 “The Cost of Poor Market Timing in 2020” When uncertainty runs rampant, as it has for the past six months, it can be tempting for some investors to “sit on the sidelines” until things...

 

Wednesday, July 22, 2020

Tuesday, July 21st, 2020 “Retail Sales Surge in June but Further Gains Will Be Challenged” Retail sales, ex-gas, jumped a seasonally adjusted 7.5% in the month of June, miraculously recovering back above pre-pandemic levels...

 

Wednesday, July 15, 2020

Second Quarter 2020 Market Perspective

 

Monday, July 6, 2020

A record 4.8 million jobs were added to the U.S. economy in June, bringing the unemployment rate down to 11.1%, from a peak of 14.7% in April. Over the past two months, 34% of the 22.2 million jobs lost from February to April have...

 

Wednesday, July 1, 2020

After the worst first quarter in the history of the Dow, the index snapped back with the best second quarter since 1938, and the best overall quarter since 1987. With the recent recovery, the index was only 9% down for the year, while...

 

Thursday, March 21, 2019

WealthPlan Partners, an exclusive group of like-minded advisors, innovators and thought leaders who are committed to taking their practices to an elite level of success recently welcomed friends and colleagues to their 2019 ReConnect...