Category: ERPE Excerpts and Economic Updates

Fast Fun Facts On a lighter ERPE Excerpts, here are some fast, fun facts. While typically sharing hopefully insightful financial market and global economic developments that I think are timely and relevant, today’s ERPE Excerpts is intended to pass on some stats and facts that you might find interesting… That’s almost 300 hours on the road!: American drivers … Continue reading “ERPE Excerpts 1.30.2025 – Fast Fun Facts”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES December 19, 2024 Wealth Preservation Strategies in a Volatile Market Since 1984 I have helped high net worth investors achieve their investment and wealth planning objectives. Of many lessons learned over the last 40 years, the saying of Wall Street, “It is time in the market, not market timing, that matters … Continue reading “ERPE Excerpts 12.19.2024 – Wealth Preservation Strategies in a Volatile Market”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES December 5, 2024 DealBook/Summit 2024 Annual Conference to Discuss Current Events & Future Trends by Prominent Leaders Yesterday was DealBook/Summit 2024 day in New York. CNBC, (the “stock channel” as I call it) aired the event live intermittently … Continue reading “ERPE Excerpts 12.5.2024 – DealBook/Summit 2024”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com November 21, 2024 Impactful IMPACT IMPACT is in San Francisco this year. IMPACT 2024 Kicked-off Tuesday. Sure made attending Charles Schwab and Co’s annual conference easy for us Bay Area advisors to attend. Certainly easier than last year’s trip to Philadelphia. For more than 40 years, the … Continue reading “ERPE Excerpts 11.21.2024 – Impactful IMPACT”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES November 7, 2024 Yesterday, today & tomorrow Yesterday the stock market made history on election victories for Donald Trump and the Republican Party. The S&P 500 and Russell 2000 had their best day after an election day ever … Continue reading “ERPE Excerpts 11.7.2024 – Yesterday, today & tomorrow”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES October 24, 2024 BLACK THURSDAY October can be a scary month… especially if little costume wearing trick-or-treaters spook you on Halloween. For investors, October has certainly been the scariest month of the year… especially in the stock market. Sitting with … Continue reading “ERPE Excerpts 10.24.2024 …BLACK THURSDAY”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES October 10, 2024 Stocks for the Long-term…. In a recent research report, “5 Stocks to Own for the 2024 Elections and Beyond”, companies were profiled that could benefit from several macro global equity market and economic themes. From expected … Continue reading “ERPE Excerpts 10.10.2024 Stocks for the Long-term….UBER”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES September 26, 2024 Wall Street and Party Control The Election Outcome that Might Matter Most Not only does the presidential race remain “up for grabs,” but the congressional races are hotly contested as well. This might matter more … Continue reading “ERPE Excerpts 9.26.2024 Wall Street and Party Control”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES September 12, 2024 The Election and Your Investments How the ’24 Presidential Election Might Impact Your Savings and Investments What impact on investments from the 2024 presidential election should an investor expect? There are several potential impacts on … Continue reading “ERPE Excerpts 9.12.2024 The Election and Your Investments CVX & CRM”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES August 29, 2024 The Great Rate Debate When will the Fed cut interest rates? How much? How many times? And, for how long? It’s helpful, also, to understand the “why?” It is only a matter of when, not if, the Fed … Continue reading “ERPE Excerpts 8.29.2024 Great Rate Debate”