News and Updates

S&P 500 Falls 2.6% in February
US stocks were down in February but two studies tell me to be optimistic about more gains this year.

How to Deduct up to $3,000 in Stock Losses
This simple but powerful tax strategy can create meaningful tax benefits.

S&P 500 Logs Best January in 4 Years
After a challenging year in 2022, US stocks are off to a good start in 2023. The S&P 500 (SPY) gained 6.2% in January, its best January in four years.

4 Reasons to be Optimistic on Stocks in 2023
When you add historic weakness in bonds to weakness in stocks, 2022 was the worst return for a balanced portfolio (60% stocks, 40% bonds) in almost 100 years. However, I see four reasons to be optimistic in 2023.

Happy Holidays!
It’s been a tough year for investors but there are still plenty of reasons to be optimistic about the future.

Will Stocks Santa Claus Rally?
Stocks have a history of gains around the holidays and this year could be more of the same despite recent weakness.

S&P 500 up 17% from 52-Week Low
U.S. stocks delivered another solid weekly gain, driven by optimism that interest rates may finally be topping out. The weekly gain builds on an impressive rebound for U.S. stocks that began in mid October.

Maryland and Missouri Legalize Cannabis – Here’s How to Play It
Maryland and Missouri both voted to legalize recreational cannabis, adding 12 million potential customers to the U.S. cannabis industry.

Top 2 Reasons to Worry About Coinbase Bankruptcy
Crypto exchanges are falling like dominoes after the FTX implosion. Here’s my question – is Coinbase safe?

S&P 500 Jumps 6% in 2 Days on Better Inflation
The S&P 500 had one of its best 2-day gains in two years this week after inflation data came in better than expected.