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Unstoppa-Bull!
The stock market maintained its dynamic upward momentum this past quarter, and so did your portfolio. Stock prices continued to power higher, despite concerns over ongoing global...
Passive or Active: The Roadmap to Investment Success Revealed
Is a passive, buy and hold investment strategy or an active investment approach right for me? First, let’s clarify the concept of 'active' investing. As a fee-only Investment...
Elevate Your Tax Game: The Art of Above-the-Line Deductions
Looking to reduce your tax bill beyond the standard deduction without the hassle of itemizing? Enter above-the-line deductions - a strategic approach to helping lower your...
Reaching New All-Time Highs!
In 2023, stock prices started in rally mode and then suffered through a sharp mid-year correction. But the last quarter of the year was an absolute barnburner, with the venerable...
The Bull Market Has Just Been Refreshed: Where Does it Go from Here?
My colleagues at Pring Turner Capital recently sent out a note to clients entitled The Pause that Refreshes by way of putting the post July correction in perspective with the...
Uncommon Cents: Proactive Investing in Inflationary Times
IT’S BACK…..! He sat down on the edge of his chair. His voice quavered and eyes moistened as he began talking. “Mister Turner, I thought I had it all planned out so very well. ...
The Pause That Refreshes
Since the market peak in late July, stocks suffered a sharp decline of roughly 8%. Recession worries, labor strikes, government shutdown talk, rising energy costs and higher...
A Soft-Landing Scenario Gains More Adherents but How Long Will it be Viable?
In February this year we wrote an article entitled A Funny Thing Happened on the Way to the Recession. It observed that the consensus of commentators was calling for a recession...
Rolling Right Along
Bottom line: while stock prices may take a short-term breather, we expect your portfolio to keep rolling right along.This past quarter, stock prices continued to advance as...
2023 Summer Client Event!
You can watch the entire 70-minute event by clicking the play button below or keep reading for the executive summary.Since our founding in 1977, we have successfully helped our...
Transitioning from Secular Bull to Bear? We Present, You Decide!
Secular trends in inflation adjusted equities average between 15 and 20 years. Since such price movements embrace a number of business cycles, identification of a reversal...
“It’s Only When the Tide Goes Out…”
Despite alarming news stories, our leading economic and market indicators are now pointing towards improving conditions and upside opportunities.Although stocks experienced a...
A Funny Thing Happened on the Way to the Recession
Last year presented us with the largest consensus of economists forecasting an imminent recession that we ever recall. Contrary opinion theory says that when people start to...