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Navigating Volatility in 2025
You can watch the entire 5+ minute video by clicking the play button below or keep reading for the executive summary.As we move into March, market volatility has taken center...
Springing Forward to New All-Time Highs!
The new year is off to a fine start with stock prices continuing to rally and once again reaching new all-time highs. As we suggested in our winter newsletter, broadening...
Tricks of the Trade: Six Tax Savvy Moves
Tax season can be an interesting time for investors, but it doesn't have to be a daunting one. Whether you are an experienced investor, a solopreneur, a family, or individual...
Will 2024 be 1968 Déjà Vu All Over Again?
An examination of the prevailing state of the secular trend for inflation- adjusted stock prices reveal some interesting similarities between 1968 and 2024, and these parallels...
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...