Category: ERPE Excerpts and Economic Updates

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES August 15, 2024 Market Psychology… Psychological Market Indicators Emotional control is essential to successful investing. People, in general, are emotional – especially with investing. Fear and greed too often take control over investor’s when making investment decisions. The good news … Continue reading “ERPE Excerpts 8.15.2024 Psychological Market Indicators”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES August 1, 2024 Wall Street’s “Great Rotation” The U.S. stock market is in the midst of an exceptional rotation. There is no doubt about that as is has been historical. July is now being referred to month of … Continue reading “ERPE Excerpts 8.1.2024 Wall Street’s “Great Rotation””

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES July 18, 2024 Achieving Portfolio Optimization: Buffer Funds Portfolio optimization can be defined as reducing risk without sacrificing return. Investors have lots of ways to invest with low risk, but get low returns. That is not optimal. Investing with a chance … Continue reading “ERPE Excerpts 7.18.2024 Portfolio Optimization with Buffers”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES July 10, 2024 Top 10 over 10 Years This time last year I wrote about the Top 20 over 20. It highlighted the top 20 most viewed ERPE Excerpts over the prior 20 years. Today’s ERPE Excerpts looks back at the archives of … Continue reading “ERPE Excerpts 7.10.2024 Top 10 of 10”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES June 20, 2024 How are You Prepared for The Next Bear Market? The bull of Wall Street has shown stock investors its power, pushing the market to new record highs. Investors should be feeling pretty good. While I’m … Continue reading “ERPE Excerpts 6.20.24 Prepare for Next Bear Market”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES June 6, 2024 40-year Bond Bull Market Is it over? Is it over? The greatest bond bull market in history started over 40-years ago. The answer to “is it over?” is – – it has been. A better … Continue reading “ERPE Excerpts 6.6.24 40-year Bond Bull Market – is it over?”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES May 29, 2024 529 Day Happy 529 Day! Today, May 29, is 529 Day. Maybe not according to Hallmark, but for savers and investors 529 Plans have been celebrated the last 20+ years. In 1996 Congress enacted Section 529 of … Continue reading “ERPE Excerpts 5.24.24 .., 529”

Presents our Bi-Monthly  ERPE Excerpts John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES May 9, 2024 Pierce’s Perspective on… The Woodstock for Capitalists It was another packed house at Berkshire Hathaway’s annual “Woodstock for Capitalists”. Tens of thousands of shareholders flocked to Nebraska last Saturday to hear from the fabled Oracle … Continue reading “ERPE Excerpts 5.9.2024 Pierce’s Perspective”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES April 18, 2024 A 2nd Green and More Green Masters Green and Gain For the World #1 Golfer, Scottie Scheffler, last week’s annual Masters Tournament meant a second Green Jacket. For the local economy of Augusta, Georgia and, to a lesser extent, the U.S. economy, the 2024 Masters also meant … Continue reading “ERPE Excerpts 4.18.24 2nd Green”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES April 4, 2024 6? 3? 1? No Cuts? A Rate Increase!? When will the Fed cut interest rates? How many times will they cut rates? Will the Fed cut rates at all? Will the Fed raise interest rates? The Fed raised rates 11 times between March 2022 and July 2023 to … Continue reading “ERPE Excerpts 4.4.24 ….. 6? 3? 1? No Cuts? A rate increase!?”