On Halloween last week, the Biden administration released it’s new rules for ERISA Fiduciaries available to the public.

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The markets have continued to lose momentum in the month of October. 

Only one category of the sixty that we monitor had more than a 1% return in the past 4 weeks (Equity Precious Metals 2.85%).

Unfortunately, most 401k plans do not even have precious metals as a category for you to invest your money in. 

So, it does not make much difference to your account. 

The Volatility Index (VIX) is an index that I monitor to measure the amount of “fear” in the stock markets.

The higher the number, the more perceived fear in the market.

The VIX has been above 19 since . . .

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What a difference one quarter makes!

Last quarter I was writing about the raging stock market and how 19 of 61 Morningstar categories that we follow outpaced the S&P 500.

This quarter we only had 13 out of 61 categories that have positive returns.

And only two that had returns above 3% . . .

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My dream of being able to deliver ERISA compliant, personalized advice and trading with a “One-Click” button may finally be realized.

Once it is, we will be able to dramatically enhance the lives of any one of the 100,000,000 hard-working Americans and the 300,000 advisors currently serving them.

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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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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’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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