Follow The Bouncing Ball

The 2025 stock market has been a case study in “follow the bouncing ball”. We were up (inauguration), down (“liberation day”), way up (tariff pause & lower interest rates), and now not up as much (China issues). The volatility with Trump isn’t unexpected given his history, but it has been quite a financial ride in 2025. When we returned for the first time in 6 … Continue reading Follow The Bouncing Ball

ESG & Index Funds

If you follow the financial headlines, you’ll see that ESG practices are shaking up the realm of investing. ESG stands for Environmental, Social, and Governance, and it’s all about considering sustainability and ethical factors when making investment decisions. Of course, someone has to determine what is sustainable and ethical. That’s where the rub is. Recently, three tobacco companies were judged much higher than EV darling … Continue reading ESG & Index Funds

Baby Boomer Retirements Won’t Hold Down Market Returns

  Many people are concerned about the impact of the Baby Boom generation will have on stock market returns.  The fear is that with so many people retiring at once – and cashing out their retirement accounts – Wall Street is sentenced to lower than historical returns over the next 15-20 years. Baby Boomers, currently aged 53-71, according to Pew Research, are half into retirement … Continue reading Baby Boomer Retirements Won’t Hold Down Market Returns