The Bear Market Playbook

The Bear Market Playbook

As we find ourselves in a new bear market, let’s review three different strategies for making the most of this market condition. The Bear Market Playbook bases each strategy on a different risk tolerance level.   Option 1: Poke the Bear Rebalance Your Portfolio Rebalancing your portfolio is the process of making trades to move…

Sell Now and Buy Back Later

Sell Now And Buy Back Later?

Why don’t we sell and get back in once it’s better? Trust me, I would love to do that for you, but the risk isn’t worth the reward. To begin this analysis, let’s go over your two options Ride the wave Get out and then get back in   1.Ride the Wave Strategy With this…

What should you do

What should you do?

As the US stock market (S&P 500 index) has officially closed in correction territory (down 10% from its previous high, bear markets are 20% declines), the question is, “What should you do”? To answer this question, we first need to consider – how common are market corrections? How often do they experience 10% drops? Looking…

How did your portfolio do in 2021?

Did Your Portfolio Make 21% in ’21?

Did your portfolio make 21% in ‘21? As you begin to receive your 2021 annual reports & statements, one of the questions you should be asking yourself is, “how did I perform in 2021?” Understanding your rate of return is important so up can compare how you stacked up against the global equity markets. By…

Is Farmland a Good Investment?

My immediate response would be, who’s asking? An investor or a farmer? Because their goals for the farmland are completely different. Farmers have multiple reasons why farmland would be a good investment beyond simply looking at the rate of return. For this analysis, let’s look at it from the perspective of an investor. This could…