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Tuesday, March 23, 2021

TrendCalc Market Insights 2021.03.23 Conventional Wisdom vs Market Professional Wisdom Yesterday, the S&P 500 again advanced +0.70%, bringing the 2021 total back above 5% for the year. Assets classes and sectors were mixed. Computers...

 

Thursday, March 4, 2021

TrendCalc Market Insights 2021.03.04 Wednesday, the S&P500 again declined (-1.30%) bringing the 2021 year-to-date to +1.96%. Of the last 16 market days, only 5 have been positive. Although we are not day traders in these TrendCalc...

 

Wednesday, March 3, 2021

TrendCalc Market Insights 2021.03.02 Monday, the S&P500 got March off to a positive start (+2.38%, +4.17% YTD) which is a welcome contrast to the way it finished February last week. Sectors and asset classes were mostly positive across...

 

Friday, February 26, 2021

TrendCalc Market Insights 2021.02.25 Wednesday, the S&P500 was a strong positive day (+1.14%), bringing the YTD return to +4.75%. With few expectations, virtually all sectors and asset classes were also positive for the day, led once...

 

Tuesday, February 23, 2021

TrendCalc Market Insights 2021.02.23 Monday, the S&P500 was once again down (-0.76%). This was the 5th down day bringing its YTD return to +3.44%. Sectors and asset classes were mostly negative but there were several pockets of...

 

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Monday, February 22, 2021

TrendCalc Market Insights 2021.02.22 Friday, the S&P500 was once again down (-0.18%). In spite of that being the fourth down day in a row, the S&P500 was only -0.68% for the week, bringing the YTD to +4.24% YTD. Sectors and asset...

 

Saturday, February 20, 2021

TrendCalc Market Insights Weekly Review Feb. 15-19, 2021 Any significant and growing outperformance of what we classify as wealth creation model portfolios doesn’t surprise us at TrendCalc as we see the dividing line between...

 

Friday, February 19, 2021

TrendCalc Market Insights 2021.02.19 Yesterday, the S&P500 had another down day (-0.44%) continuing its negative streak for the week. It now stands at +4.42% YTD. With few exceptions, almost all sectors and asset classes were also down...

 

Thursday, October 15, 2020

I find true joy and purpose in helping others find the best in themselves and gaining some sense of true independence that allows for a richer, joyful, and more purpose-driven life. This certainly involves money and wealth, but...

 

Friday, October 2, 2020

Yes, the markets and futures around the globe have been off big early this morning and continue to be negative now because of the knowledge that Trump tested positive for COVID-19. This is noise causing (enough) investors to react in...

 

Friday, April 24, 2020

During this current market downturn, governments and central banks worldwide are trying to stimulate the economy. Read on for more thoughts about why no one really knows the future, but can only theorize...especially in this strange...

 

Tuesday, April 14, 2020

During the current circumstances, some changes in legislation can positively impact both employers and employees. Read more about the recently-enacted CARES Act and its provision for student loan relief and tax-free contributions...

 

Wednesday, April 1, 2020

Your experienced market professional, TrendCalc Dynamics, understands how the markets work during market volatility, as in times of bear markets. Read on for a historical perspective...

 

Thursday, March 26, 2020

Understanding how the markets work is key during these days of market volatility. Your market professional, TrendCalc Dynamics, is experienced in making (pre-)defined and disciplined buy-hold-sell decision-making. TrendCalc provides...

 

Monday, March 16, 2020

As the Stock Market continues wild swings, it looks like Monkey-See-Monkey-Do behaviors. Advisor Phil shares some words of experienced Market Intelligence. Read on...

 

Friday, March 13, 2020

We at TrendCalc continue to closely follow the financial markets and the continued volatility that is impacting investor confidence. Read on for words from your experienced market professional...

 

Friday, February 28, 2020

TrendCalc Capital Markets Note 2/28/2020 TC Capital Markets Note – 2020.02.28 Importance of Having a Genuine Understanding of How Capital Markets Truly Work. This has been a wild week on Wall Street! From fears associated with...

 

Thursday, February 27, 2020

TrendCalc Capital Markets Note - Markets React to viral uncertainty

 

Tuesday, April 24, 2018

Essential Observations that are a Basis for TrendCalc Advice and Strategies What 30 years of experience as an investment advisor and a lifetime of study have taught us. History tends to repeat itself. “The Street” (all...

 

Friday, December 22, 2017

 

Wednesday, March 22, 2017

How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home, or are considering doing so, you may want to be aware of these new rules. HOME SALE If you owned and lived...