Friday Five at Five: August 18, 2023

Buy the Dip or Sell the Rip?

As I sit and write this (Friday afternoon), the S&P 500 is down about 5% for the month of August.  During a “bull market” (upward market) there is old conventional wisdom that says “buy . . .

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Kevin Clark
Friday Five at Five: August 11, 2023

2) Plan Confidence Corp (re)files with the SEC as an “Internet Only” RIA

This week we have re-filed with the Securities and Exchange Commission (SEC) the status of our company.  We originally filed with the SEC in 2016 as an

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Kevin Clark
Model Allocation Changes: August 1, 2023

KEVIN’S COMMENTS:

The stock market has continued making great strides in the month of July.

 Nineteen out of the 61 categories that we follow outperformed the S&P 500. 

And only 7 of the 61 categories lost money in July. 

To view all of the categories, sorted by their 4 week return

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Kevin Clark
2nd Q 2023 Review (for Participants)

I hope you and your family had an awesome Fourth of July holiday!

The stock market is off to a good first half of the year.  The NASDAQ (technology) has far outperformed.  Energy, last year’s top performer, had a good June.  However, it is still one of the worst performing asset classes of the year.

It just goes to show . . .

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Kevin Clark
2nd Q 2023 Review (for Advisers)

I hope you and your family had an awesome Fourth of July holiday!

The stock market is off to a good first half of the year.  The NASDA (technology) has far outperformed.  Energy, last year’s top performer, had a good June.  However, it is still one of the worst performing asset classes of the year.

It just goes to show . . .

Read More
Kevin Clark