Investment Analyst Dustin Dorhout – Market Overtime
“When you look at mechanics like inflation in the market, we like to think of companies that can pass on the price of their goods to the consumer therefore allowing them basically earn more, and as a result that be able to continue to pay a higher rate to the shareholder.” Watch as Investment Analyst,…
CIO Erik O’Gard on Diversifying Your Portfolios – Market Overtime
Erik O’Gard, our Investment Committee Chairman of WealthPlan Group, was recently featured on TD Ameritrade Network‘s Market Overtime to discuss the importance of diversification in long-term investing. He mentions the 10-Year Treasury Index (TNX), as well as talks about how inflation impacts portfolio allocation. “In hindsight, we can always look at the stocks that performed…
August: Summer Soporific
We are in the thick of things this week with about 60% of companies in the S&P 500 already reporting their Q2 results, with some of the bigger players like Apple and Amazon having reported last week. Beyond the remaining 40% of the S&P 500 yet to release earnings, upcoming is government data on payrolls,…
One Day 2% Pull Back
Last week’s Monday stock market pullback was a blip. At the time, there was a heightened narrative around downside stock market risk in the broader media. All kinds of commentaries surfaced to assign cause to the one-day 2% pullback and speculate about the potential downside still to come. The cited culprits ranged from inflation pressures,…
Investment Letter – Second Quarter 2021
One of the best lessons I’ve learned during my 30-year investments career is this: DON’T FIGHT THE FED. What does this mean? It means that when Fed policies are supportive of the market (lower rates, quantitative easing), the prevailing winds will likely be favorable to stocks and other risky assets. Conversely, when Fed policies…
“Sell in May”
Hoping everyone had a great weekend and your summer is treating you well. From an investment perspective, we are fortunate that the markets continue to provide strong returns, but some uncertainty about overly frothy equity markets and potential inflation are starting to creep into daily conversation. The Fed has a two-day policy meeting this week…
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Market Politics
The Senate adopted a bipartisan infrastructure bill that outlines $550B in new infrastructure spending. After decades of talk, and failed attempts by governments led by both sides of the aisle, this newly passed infrastructure spending bill is one the likes of which we have not witnessed in most of our lifetimes. While people may have…