Friday Five at Five: September 8, 2023

4. Future Proof Conference next week

I am totally excited about going to the 2nd Annual “Future Proof” conference in Huntington Beach, CA next week.  (Although I am not looking forward to the extremely long flight and switching from east coast time to west coast time).

Last year I kept seeing the highlights on CNBC.  I was like, “I will be there next year”.  It was dubbed the “Burning Man for . . .

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Kevin Clark
Friday Five at Five: September 1, 2023

So, this week was the second time that I did a webinar during a hurricane.  Fortunately, I did not lose power this time! 

What did I learn from this one?

Well, I learned that even the local news will STRETCH the truth if it keeps you tuned in.

The local media had us all convinced that we would be facing biblical

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Kevin Clark
Model Allocation Changes: 09/01/2023

KEVIN’S COMMENTS:

What a difference one month makes!

The markets were on fire in July and we’re the inverse in August.

 In fact only 5 out of the 60 categories that we follow were

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
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