A Word With Elliot
We Are In a Stock Market Correction: Is It Time to Buy?
Market Updates Unquestionably, we have begun this year with a correction to the markets. The NASDAQ is down almost 9% as I am writing this. The DJIA is dropping as well. Despite a reasonably good 2021, the Financial Technology Sector was beaten down badly last year....
Welcome to 2022: Financial Planning for a Successful New Year
“ Welcome to 2022! Yeah! Market recap From the investment side, this last year represented elation and excitement. Then came the fourth quarter with an assault on growth and technology, all sparked by Omicron and Covid returning with shutdowns. It started looking a...
End-of-Year Letter 2021
The End of 2021... Finally?2021 has certainly been a bizarre year in so many ways. It's been a long road getting here with twists and turns, but we made it to our destination better than we once started.Market Update Inflation is now over 6%. Gas prices are up...
National Pearl Harbor Remembrance Day
Today, December 7th marks the 80th anniversary of the bombing of Pearl Harbor. A historical day that propelled the United States into World War II against Germany and Japan. After six strenuous years, approximately 70-80 million people died between 1939 and 1945. We...
Thriving in a Sea of Negative Headlines
As I was getting my workout in this morning, I had an interesting conversation with one of my friends at the gym. While on the rowing machine he quipped to me,“Elliot, I have never felt this depressed about the current American condition and our future. Every headline...
End of Year Planning and Reviewing
The end of 2021 gives us a wonderful opportunity to look back at this past year’s successes and learning lessons, and to begin planning for 2022. And let’s face it, planning gives us the best opportunity for success. So here are few questions to ask yourself...
Happy Veterans Day 2021
November 11th is the official date of Veterans Day. This is the day in which we pay homage and remember all of those who paid the ultimate price for defending our country, as well as those who have served, currently or in the past, in our U.S. Military. Flags...
Giving Well: End-of-year charitable planning
We are coming to the end of the year and it’s time to give serious thought to donating to your favorite charities.They will love you and you have the opportunity to have a huge impact. Here are just a few ways to make this happen. Think about which charities you...
Volatility, Crypto and Your IRA
There is no doubt about the fact that we have entered a new period of volatility. That means larger swings in the equity (stock) markets both up and down. More agita, more acid reflux, and more need for anti-anxiety medicine. In late September into early...
I’m Suddenly Single… Now What?
This is for many of our clients who are widows and widowers, and new divorcees. For some of them, Financial Planning and Retirement Planning are foreign, and the lingo associated might as well be Martian. Here are just a few ideas to get you started in the...
Yellow Lights are Flashing: Should I Buy, Hold, or Sell?
We have experienced the most interesting of years. The first six months of 2021 saw large increases in the Energy Sector and Banking Sector, followed by a flattening and slight decrease. During this period, the growth companies of America basically saw a decrease...