We put together the following “mental exercise” to shed light on why a bear market triggered by interest rates is different than a bear market caused by a collapse in business profitability, all else being equal. “A dollar today is worth more...
When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market. In our August 16th blog “Is the Worst...
Gehrig, a recent high school grad and soon-to-be college freshman, spent four weeks interning at TVAMP. He’s interested in becoming financial advisor so he was eager to get a real life look at their day-to-day activities. He shadowed our advisors, client service...
“Roth conversion” is a phrase often thrown around, but seldom explained. Simply put, a Roth conversion allows an investor to convert a “pre-tax” retirement account (a Traditional IRA) into a “post-tax” retirement account, better known as a ROTH IRA....
2022… What a year! Seems like we say that every year, nowadays. We’re sure you are aware this year is a midterm election year. Something you may not be aware of is; midterm election years are often more volatile than other years. The increased stress and...
A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record high until Monday, June 13th. Tech...