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The goal of this blog is to provide insight on a wide range of financial and retirement issues that can help improve your financial future. Please contact me with questions on topics you want me write about and feel free to forward articles to a friend who may benefit from the information. Thank you, John Schooler. 


Monday, March 14, 2022

We have the Federal Reserve meeting this week and are bouncing along the lower end of our trading range. The market is soft today as we head into the Federal Reserve meeting.


Thursday, March 10, 2022

If you have charitable intent and highly appreciated stock, you can easily donate stock to your favorite charity instead of cash.


Monday, February 28, 2022

529 plan distributions can be trickier than you might’ve thought.


Friday, February 25, 2022

Incredible day in the market. However, we are not out of the woods yet on this correction.


Thursday, February 24, 2022

The immediate reaction to the war in Ukraine is pretty dramatic and it should be.


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Tuesday, February 22, 2022

The market is retesting the stock market lows from earlier this month. We will find out soon if those lows will hold or if we need to do more work to the downside.


Tuesday, January 25, 2022

I still believe that this is a market correction and we have met our 10% downside. We’ve certainly got down to some longer-term support and the lows of October.


Friday, January 21, 2022

I do believe were having a market correction and not a bear market on the averages. It feels like a normal correction and we don’t have the ingredients in place for a full-fledged bear market.


Monday, December 20, 2021


Tuesday, November 30, 2021

Today’s market selloff is all about the Federal Reserve. As I mentioned before, the Federal Reserve is the great slayer in bull markets. One of the reasons the market has done so well coming out of the pandemic is the Federal...


Friday, November 26, 2021

I wanted to get out a blog post in regards to today’s market selloff. You can get market corrections at anytime for a multitude of reasons. Certainly, a new COVID variant does create fear in the market. The market is a...


Thursday, November 4, 2021

The recent comments from Federal Reserve chief Jerome Powell indicated just how dovish the Federal Reserve is right now. Although they did announce a tapering of bond purchases. They pushed out any thought of raising interest rates. I...


Monday, September 20, 2021

The major indices are all significantly lower following a volatile session as news hit of a default of the largest Chinese property development company. The default hit global markets overnight and spilled into our markets this morning...


Wednesday, September 1, 2021

Hi John Schooler here, September starting off on a solid footing for the market. Interest rates remain extremely low and there is lots of liquidity in the economy. August continued the winning streak for the market and for the seventh...


Monday, August 30, 2021

John Schooler here, we've had a great start to the week for the stock market. The S&P 500 and the NASDAQ both hit all-time highs. We have not had a correction in 18 months. That's a long time to go without a correction, however, the...


Thursday, August 26, 2021

John Schooler here, obviously, where all mourning the losses in Afghanistan. This has shaken up the market and we should expect the market to continue to react to news. However, we probably will have a relief rally starting in...


Wednesday, August 25, 2021

John Schooler here, the melt up continues as the market continues to perform well. With extremely low interest rates and and considerable liquidity, the market continues to move higher. I do expect some choppiness. If the Federal...


Tuesday, August 24, 2021

John Schooler here:John Page and I attended a workshop today that address the issue of diminished decision-making capacity. This is becoming a real issue for financial advisors dealing with elder clients and helping clients deal with...


Friday, August 13, 2021

July 3 to August 11th is often referred to as the "dog days of summer." It also can be a choppy time for the market. However, now that we've left the dog days of summer, the market is hitting an all-time high. Interest rates are low...