by Cliff Jarvis | Dec 12, 2022 | Economy, Investment Strategies
Over the last several years everyone had to own the FAANG stocks (Facebook, Apple, Amazon, Netflix, & Goggle). They were the top holdings of Growth mutual funds. Then, near year’s end, the stock markets’ love affair with these stocks ended unexpectedly and...
by Cliff Jarvis | Aug 18, 2022 | Economy, Investment Strategies
We continue to share our observations with you. We hope you find them relevant in understanding the current investment climate. So far, 2022 has been a rough year for the stock and bond markets. As the year began, the Federal Reserve started raising its short-term...
by Cliff Jarvis | Jun 7, 2022 | Economy, Investment Strategies, Trend Updates
Is inflation here to stay or just transitory? The answer will determine the direction of the stock markets, the bond markets, and the economy. The last several years have been traumatic. First was the COVID-19 pandemic. Our government ballooned the Federal Deficit...
by Cliff Jarvis | Mar 16, 2022 | Economy, Investment Strategies
This month I am going to pause my usual presentation given the ongoing tragedy in Ukraine, the toll it may take on humanity, and the uncertainty that may lie in our immediate future. I believe that America will continue to prosper and over the long run the stock...
by Cliff Jarvis | Feb 18, 2022 | Economy, Investment Strategies, Trend Updates
2021 again was a year of mega-cap tech stocks showing some of the best return. Slowly, then suddenly in January, things changed. Big Tech started to crack. Value stocks started to wake up after a few years of underperformance and Energy stocks, after being mostly...
by Michael Lecours, CFP | Jun 30, 2020 | Economy, Investment Strategies, Retirement, Trend Updates
https://www.wealthstrategiesteam.com/wp-content/uploads/2020/06/Office-Hours-Episode-2.mp4 Welcome back to WST Office Hours! Well, we’ve ripped the band aid off and jumped in feet first to our virtual Office Hours. We got some great feedback (make it shorter!),...
