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One year since the bottom Did my headline work? Are you reading because a few simple words elicited an emotional response that you didn’t even realize was happening? Well get ready, because this week will be a media frenzy with somber music being played over montages of photos of the past year flashing across the...
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By David Ruff CFA, Global Portfolio Manager Given the seemingly national obsession with Bitcoin I’ve had to become more of an expert on the king of digital coin and other cryptocurrencies like Ethereum, Ripple, Litecoin, Tether, and Dogecoin.  Equity investing is the heart of my comfort zone, but my colleague Randy Coleman’s commentary Is It Really...
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By ACM Wealth ACM Wealth Administrator Congress will have the opportunity to press forward with their proposed changes to the tax laws. This could potentially be the first major tax hike since 1993. Such changes would likely come into effect in 2022, but there remains the possibility that some could be made retroactive to earlier...
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By Kevin Kern Founding Partner Long before the November 2020 vaccine announcements greed already had a strong hold on investor fear.   Investors who were paralyzed in the spring had already put their mortality aside by summer and began to bet on pandemic perfect businesses such as ecommerce, gambling, cloud and online streaming. As some investors...
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By Randall Coleman CFA This week marks a year since pandemic lockdown altered our lives forever. To say it has been a strange year would be a gross understatement. It has been extraordinarily strange. Everything changed. Work, travel, living arrangements, simple trips to the store, doctor visits, movies, coffee shops, football games, baseball games, birthday parties,...
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More “stimmy” on the way Folks, before I begin, I just want everyone to know that “stimmy” is a real word that is being used to refer to people’s stimulus checks. I will use it in a sentence that I overheard this weekend at Wegmans Grocery Store. “I wonder when the stimmy will hit my...
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I don’t know who needs to hear this, but …….. Stocks don’t always go up. I can’t believe I need to be saying this, especially since we either experienced 2008/2009 first hand with our own portfolios and wallets, or we watched what it did to our parent’s portfolios and wallets. Watching the madness in the...
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By JoAnne Feeney Portfolio Manager Many investors benefitted last year from the sharp appreciation in stocks of popular work-from-home companies represented by the FANG stocks (FB, AMZN, NFLX, GOOG), while those looking for income were left behind. This year is off to a very different start as last week’s gyrations made clear, and rightly so....
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By Charles Lieberman Chief Investment Officer Monetary policy remains highly accommodative, as unemployment is still high in the aftermath of a sharp, deep recession, while inflation remains below the Fed’s 2% plus objective.  Many people fear that the Fed’s injection of trillions in liquidity will cause inflation to surge.  We do not see rising inflation...
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Like Sumo Wrestling, The Bigger You Are the More You Move the Needle I write these Monday Market Updates to provide real news, without the noise, and more importantly, to educate. Each week we will look at different jargon or alphabet soup acronyms, and other subjects in finance that are confusing and overwhelming. Last week...
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