Anyone using the Plan Confidence Tactical Strategies should have received an email at 9am EST letting them know to log in to their Participant Dashboard.
The Stock and Bond holdings have both gone into “sell” (negative) signals for more than three consecutive trading days. (See charts below):
Read MoreLast night I was honored to be one of the 300+ guests for the inaugural Sarasota Tech Summit.
As the owner of a startup fintech company in Sarasota, I was highly intrigued.
Sarasota is on the “suncoast” of western Florida. We are an hour south of Tampa and have some of the most beautiful beaches with white powdery sand that does not get hot!
Siesta Key beach is constantly on Top 10 lists of the country’s greatest beaches.
However, most of us “locals” don’t hang out at Siesta Key as it is very touristy.
I put “local” in quotes as almost everyone. . .
Read MoreI would like to wish you and all your loved ones a very happy new year!
My wish is that 2025 brings you health, wealth and happiness like you have never seen before.
The end of a year is a great time to reflect and figure out what went well and what could have been better. Then many of us make resolutions of things we are going to change. Things we are going to eliminate that have been holding us back. As well as a resolve to incorporate new habits that will make us better.
The problem with resolutions is they normally don’t last into February.
If you don’t believe me, go to your . . .
Read MoreI hope you had a Happy Thanksgiving! I am not sure about you, but I ate way too much food, drank some good wine, and had a great time with my parents visiting me and my daughter for the week.
November was a great month for the stock and bond markets. We have the election(s) behind us without any uncertainty. This is good for the markets. They don’t care which party gets elected; they just need . . .
Read MoreAccording to a 9/21/24 NewsNation article, CEO turnover is up over 50% from the previous year.
It’s not just in our industry. But major companies like Starbucks, Nike, and Boeing to name just a few.
And it seems that every week there is another CEO stepping down (or being forced out) in the financial industry.
Is there an underlining “cause” for the increase in 2024?
Read MoreI hope you had a Happy Halloween!
I am not sure how I had any candy left for the trick o treaters as I have been eating all the Kit Kats and Peanut Butter Cups I bought over the weekend for them.
Fortunately, all the candy is gone, so I will slow down my candy habit.
Speaking of slowdowns, the markets have dramatically slowed down. . . .
Read MoreHappy October 1st!
The S&P 500 (the “proxy” we use for the American Stock market) fell for the first week of September. Then it went almost straight up for the last three weeks. Just as predicted in last month’s Confident Chronicles. In fact, there were only four down days in the last three weeks of September.
The market dropped over four percent in the first week and then rose over six percent in the last three weeks.
We will see if the upward market momentum . . .
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