Too Many Eggs In One Basket?

  The stock market has been having a great year (+17% S&P500), but that hasn’t stopped me from fretting over the price of MegaCorp stock (-8%), as I continue to sit on significant stock options as part of our early retirement portfolio.  While many retirees may be celebrating the record market closes this week and…

Second Longest Bull Market In History

The stock market has been on an amazing 8.5 year upward trend that is called the second-longest Bull Market run in Wall Street history.  Starting after the precipitous drop in 2008 and bottoming out in March of 2009, the current Bull Market run has posted average annual returns of +13% and total growth of almost…

Cryptocurrency Update – Still Growing

A few months ago I wrote about cryptocurrencies – like Bitcoin – and shared my son’s experience with it. You’ll perhaps recall he turned $65 into almost $700 in the first five months of the year. That was enough for him to buy an Apple iPad as he headed back to college and bank a…

Black Monday Anniversary

Friday was the 30th Anniversary of the Wall Street’s Black Monday Crash on October 19, 1987. I remember sitting in college that afternoon and my friend telling me he heard on the radio that the Dow Jones had dropped over 500 points that day (508, to be exact). I was incredulous that the market could…

A Tale Of Two Homes

Some homes are well-cared for and maintained, while others are seemingly left to rot.  Depending on the owner, it is either the best of times or worst of times for the condition of the house.  My brother closed on a house last Friday that is a bona-fide fixer-upper.  It is a home that was left…

2017 Market Predictions – Autumn Review

At the beginning of the year – when we have our Financial Round-Up Day – I put down my assumptions for what I think the financial markets and economy will return for the year.  I try to be conservative in my expectations, but use it to set investing goals and create a spending plan for…