CKBlog

Thursday, December 10, 2020

COVID Conversion

If your income was lower this year due to COVID-19 (or any other reason), this may be a unique opportunity to take advantage of a Roth Conversion.

Read on: COVID Conversion

Topic: Financial Planning

Sunday, November 08, 2020

Election Reaction

Record COVID-19 cases globally. A contested election. A potential Democrat sweep. What does the stock market do?

Read on: Election Reaction

Topic: The Market

Friday, October 16, 2020

Election Deflection

Tensions surrounding the upcoming Presidential and Congressional elections are increasing. Investors are concerned. But, the stock market isn’t political. The market doesn’t operate in a voting booth; stocks are executed on a trading floor ...

Read on: Election Deflection

Topic: The Market

Tuesday, September 29, 2020

Mega Tough to Play Microsoft

If you find yourself buying stocks because your friends have made money in them or you want to sell a good business which stock has languished, take a look at Microsoft’s two-faced, two-decade run.

Read on: Mega Tough to Play Microsoft

Topic: The Market

Wednesday, July 22, 2020

2020 Semi-Annual Review: A Tale of Two Quarters

We end the analytic portion of our review by reminding you that it pays to hold on. So, thank you for doing just that, especially during the most volatile and perhaps scariest six months some of us can remember.

Read on: 2020 Semi-Annual Review: A Tale of Two Quarters

Topic: The Market

Thursday, June 11, 2020

In Recession

We’re in a recession. So do we buy or sell now, or what?

Read on: In Recession

Topic: The Market

Wednesday, April 15, 2020

The Longest Quarter

We started our 2019 Annual Review letter with “Everything Worked.” The opposite was true in the first quarter of 2020. Nothing worked. It was very ugly and it happened so fast.

Read on: The Longest Quarter

Topic: The Market

Thursday, March 26, 2020

Three Million Jobs Lost

As I type this, the S&P 500 Index is up 3% to 4%. More than three million people lost their job last week! How on earth is this possible?

Read on: Three Million Jobs Lost

Topic: The Market

Monday, March 16, 2020

The Most Common Question

The S&P 500 Index dropped 11.98% on Monday, March 16. In a perfect world, we would have seen this coming, understood the extent of it, knew how long the selling would last, and perfectly timed our re-entry into the markets. But last I checked, as evidenced by the virus’ outbreak, we don’t live in a perfect world.

Read on: The Most Common Question

Topic: The Market

Thursday, March 12, 2020

10% from the Bottom

You have no idea when the market will bottom. I have no idea when the market will bottom. Why? Because none of us perfectly called the top of the market so why would we expect to be able to call the bottom?  Some of our clients have been putting cash to work in this environment. A common question has been, “When is the right time to invest?”

Read on: 10% from the Bottom

Topic: The Market