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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, December 5, 2022

Wondering what might move the markets this week? Corporate earnings are a key influence on market direction, and they continue to shift lower for next year. CIO Gene Goldman offers his perspective on how earnings are looking headed...

Monday, November 14, 2022

Wondering what might move the markets this week? Lots of data is expected this week and CIO Gene Goldman and team will be closely watching two regional surveys that provide a glimpse at this month’s economy. Start the Week Strong...

Monday, October 31, 2022

Wondering what might move the markets this week? It’s all about the Fed and economic data, says CIO Gene Goldman, who shares a spooky perspective about what may be lurking around the corner and a potentially ghoulish outcome....

Monday, October 24, 2022

Wondering what might move the markets this week? After last week’s strong finish for equities, CIO Gene Goldman shares his perspective about important economic data on the horizon and why 3Q GDP may exceed consensus estimates....

Friday, October 21, 2022

5 Ways to Stay on Track in Any Market ClimateLet’s face it, life doesn’t always go as planned. Some circumstances are beyond your control, such as rising inflation, an economic downturn, or an unexpected job loss or...

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Monday, October 17, 2022

Weekly RecapOctober 10-14, 2022 RecapStocks Weaken on Persistent InflationWild Week Ends Moderately Lower U.S. stocks ended mostly lower last week even as the S&P 500 captured a monumental turnaround on Thursday, reversing a 2.39%...

Monday, October 10, 2022

In their latest commentary, the Cetera Investment Management Team discusses the factors causing market volatility and recession fears. Like an episode of Stranger Things, stock markets appear to be in the upside down world. A world...

Tuesday, September 27, 2022

Weekly RecapSeptember 19-23, 2022 RecapAnother Down Week for StocksEquities Approach June LowsThe rout in U.S. stocks deepened last week with the benchmark S&P 500 posting its fifth weekly loss in six weeks and briefly breached its...

Friday, September 23, 2022

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money. The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...

Tuesday, September 13, 2022

In their latest commentary, the Cetera Investment Management Team discusses the recent consumer price index report that came in hotter than expected. Investors had been bidding up stocks in hopes for a weaker report that would trigger...

Tuesday, August 23, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...

Wednesday, August 17, 2022

In their latest commentary, the Cetera Investment Management Team discusses the recent rebound in equities and if it is going to be a bear market rally or an eventual bull market. CLICK TO READ As always, please reach out to the office...

Monday, August 15, 2022

Weekly RecapAugust 8-12, 2022 RecapStocks Continue to RiseWeek of Inflation ReadingsMajor U.S. equity indexes were all up around 3% last week, as investors got a few different readings on inflation. On Wednesday, the Consumer Price...

Tuesday, August 9, 2022

Weekly RecapAugust 1-5, 2022 RecapStocks Advance Third WeekStrong Jobs Data Trims Weekly GainThe S&P 500 posted fraction gains last week after an unexpected strong July payrolls report on Friday. The economy added 528,000 new jobs last...

Tuesday, August 2, 2022

Monthly RecapMarket IndicesAt-A-GlanceDespite strong gains, the S&P 500 remains in correction, down 13.14% from its Jan 3 record high.  Positively, the index ended July up 12.80% from its 6/16/22 first-half low.The Dow Jones...

Tuesday, July 26, 2022

Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season. Earnings season kicked off last week, with major banks reporting second-quarter results.

Tuesday, July 12, 2022

An important week for the markets.  We get our first glimpse into earnings as the large banks release their earnings on Thursday.  Bank earnings and stability is important for the economy and the markets. Also, it can give us...

Tuesday, July 5, 2022

Market volatility is continuing.  The Federal Reserve has a limited number of tools in its toolbox to help curb inflation. Inflation is a product of supply and demand.

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.

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...