News and Updates
S&P 500 Shows High Probability of More Gains in Q4
When the S&P500 is up more than 10% after three quarters, Q4 has a high probability of more gains.
SEP IRA is Great for Small Business Owners
The SEP IRA is an amazing retirement account that is available exclusively to small business owners. Contributions are tax deductible and contribution limits can be much higher than a traditional IRA.
S&P 500 up 3.6% in September
September is historically the weakest month of the year for the S&P500. However the leading index is bucking that trend in 2025, up 3.6% in the first two weeks of the month. Despite that strength I wouldnt be surprised to see a small pullback in the next few weeks.
Traditional IRAs and Required Minimum Distributions (RMD)
Traditional IRA owners are required to start taking distributions (required minimum distributions – RMD) at the age of 73. Here are a few bullet points to help IRA owners navigate required minimum distributions.
Gold Hits New All-Time High Above $3,600
Gold (GLD) just hit a new all-time high above $3,600 an ounce and is now up 35% on the year. Looking forward I believe gold has entered a new bull market and I’m expecting more gains in the next few years.
S&P 500 Up 2% in August
The S&P500 was up 2% in august and is up 8% on the year. Looking forward stocks have a history of weakness in September. If we see a correction i will be looking to deploy capital and buy dips.
The 4% Rule and IRA Distributions
The 4% rule is an excellent guideline to extend IRA distributions to 20-30 years.
Gold Ready for New All-Time High?
Gold is looking bullish on the chart – i am expecting a breakout and new all-time high in the next few months.
S&P 500 Moving into Weaker Time of Year
The S&P 500 is moving into a historically weaker time of the year. Im not expecting major weakness, but a 5% correction wouldn’t be shocking. If stocks are down ill be using it as opportunity to deploy more cash.
S&P 500 Up 1.5% in July – Time for Caution?
The S&P 500 has been strong in July but the leading index is heading into a weaker time of the year. I view any weakness as a chance to deploy more capital.