CKBlog

Thursday, April 03, 2025

Trump Tempting You to Sell?

Do we stay the course, or do we run for the hills?

Read on: Trump Tempting You to Sell?

Topic: The Market

Friday, March 07, 2025

Tariffs and Markets

Sell-offs like the one we are in now can feel painful. Just remember that they are also normal. In fact, from 1928 through 2024, a 5% or greater drop for the S&P 500 Index happened on average 3.4 times per year.

Read on: Tariffs and Markets

Topic: The Market

Thursday, January 23, 2025

2024 Market Review: Can US stocks do it again?

The S&P 500 Index has logged two straight calendar years generating a 20% return each year. Is the market overheating? Can the positive momentum continue?

Read on: 2024 Market Review: Can US stocks do it again?

Topic: The Market

Wednesday, October 02, 2024

2024 Presidential Election and Market Volatility

Which candidate will be better for the economy? Should I change my investment strategy based on who wins? Does it really make a difference?

Read on: 2024 Presidential Election and Market Volatility

Topic: The Market

Monday, August 05, 2024

August Sell-Off

The stock market has gotten jittery. Is this abnormal? Far from it.

Read on: August Sell-Off

Topic: The Market

Tuesday, July 23, 2024

2024 Semi-Annual Review

Short-term investment objectives require a more nuanced approach. But if your objective is to build wealth over the long-term, it has always paid to stay the course.

Read on: 2024 Semi-Annual Review

Topic: The Market

Monday, February 12, 2024

But We’re at All-Time Highs

When markets are at all-time highs, investors tend to be cautious about putting more capital to work. Have you caught yourself saying something like this recently? “I know I should invest more, but we’re at all-time highs ... “

Read on: But We’re at All-Time Highs

Topic: The Market

Tuesday, January 23, 2024

2023 Year in Review

With all of this uncertainty, why wouldn’t I just hold cash and earn my 4ish percent with no risk? If you rewind 12 months, this question seemed reasonable. Investing in “risk” assets felt too risky at the time for many ...

Read on: 2023 Year in Review

Topic: The Market

Tuesday, July 18, 2023

Risk Reversal: 2023 Semi-Annual Review

If last year was described as “risk off,” this year can be described as “risk on”—at least through the first half of 2023. It likely caught many market participants off guard.

Read on: Risk Reversal: 2023 Semi-Annual Review

Topic: The Market

Friday, March 10, 2023

Bank Stocks Swoon

The headlines told it all today. From the Wall Street Journal, “Banks Lose Billions in Value after Tech Lender Stumbles”. That tech lender, Silicon Valley Bank (SIVB), certainly stumbled—losing more than 60% of its value in today’s trading session and about 20% more in after-hours trading.

Read on: Bank Stocks Swoon

Topic: The Market