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2021 Quarter 1 Market Update

  We’ve seen some really interesting things in the financial markets over the course of the last year and this first quarter of 2021. Right on time with Spring, optimism is higher, and it finally feels like the clouds are lifting and the sun is starting to shine again. In my latest video blog update {insert link once approved} we take a look at various indicators of market performance, including: Latest COVID-19 reporting dataReturns by indexS&P 500 significant reb
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Enduring the Storm Before the Calm: 2020 Wrap-Up & 2021 Outlook

We learned a lot in 2020 through some very tumultuous times. Lesson number one. Prepare for the emergency before it happens. Lesson number two. When you’re building wealth and investing for your long-term goals it’s good to have stocks as part of your portfolio, but don’t abandon them when times get tough. That’s when you want to be buying stocks, not selling them. Lesson number three. Don’t play politics with your portfolio. Lesson number four. Capital markets like
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2020 Mid-Year Financial Market Update

2020 has been rife with volatility. In my March update I remarked that great days are ahead of us - and while it's been a bumpy ride since then, when tough times hit, the opportunities to learn are plentiful. Let's take a look at what's happened so far and then address what we could see in the remainder of the year.
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Sequence of Returns Risk

Typically the biggest fear for retirees is running out of money. Today I am focusing on a risk that has a lot to do with this fear. Have you heard of Sequence of Returns Risk? Could you explain it to a friend? No? Perfect! I am so glad you are taking time to watch this video. You need to know about this risk and how to address it. Let's get started.
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March 2020 Market Update (Extended)

As I shoot this video we are in the midst of a big selloff stemming from the Coronavirus and an oil price war between Russia and Saudia Arabia. The market has dropped 25% from its recent highs. To get through difficult markets, you must take fear out of your decision making process. Instead, focus on fundamentals and history. As of today the economic fundamentals look strong, but will that last? Will we have a quick recovery, or is stock market volatility here to stay for several months? Will th
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March 2020 Market Update (Brief)

As I shoot this video we are in the midst of a big selloff stemming from the Coronavirus and an oil price war between Russia and Saudia Arabia. The market has dropped 25% from its recent highs. To get through difficult markets, you must take fear out of your decision making process. Instead, focus on fundamentals and history. As of today the economic fundamentals look strong, but will that last?
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Black Swan Events

The possible impact of the Coronavirus spreading is causing a panic sell-off in the stock markets around the globe. You’ve likely noticed a drop in the value of your 401k and IRAs. Have you heard of a black swan event? It’s a metaphor that describes an event that comes as a surprise, has a major effect, and is often inappropriately rationalized after the fact with the benefit of hindsight. While recent events have been dramatic, there is no need to panic.
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Volatility Risk

Considering what’s going on with the Coronavirus and the increase in market volatility, I wanted to address Volatility Risk in financial planning. To potentially get high returns, you must be willing to accept the volatility risk. Listen as Doug addresses what this means.
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2020 Market Update & Outlook

2019's stock market had wonderful returns, let's explore a closer look at what happened in the previous year and what is coming for the year ahead.
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4th Quarter Market Review: Worried About a Recession?

Is the recession coming soon or not? What’s an investor to do? In our latest market review, we discuss the 2019 third quarter, what we've seen and what we expect to see in the future. With this information we also address a potential recession and provide some solutions should you be worried about if/when it could hit.
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Do You Have a Bear Market Strategy?

We know we’ve been in this long economic expansion since 2009, now we’re in the second half of 2019. It’s been a long time. We all know that bear market is going to come, that economics recession is going to come. Nobody knows when but you want to be prepared for it before it happens. When we’re building a bear market strategy plan these are the things we're going to look at.
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August 2019 Market Update

8/5/2019Update: Recently the S&P 500 and DJIA reached all-time highs. At the half year mark (6/30/2019) the S&P was up over 20%! Since 1957 this has only happened only four times (1975, 1983, 1995, and 1997). While past performance is no guarantee of future results, each time the S&P 500 has exceeded 20% at the half year mark, it has finished the year with more than 20% gain. However, stock market volatility has kicked up. The trade war with China has come back to the headlines, and
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July 2019 Market Update and Outlook

Our current economic expansion that began mid-2009 has not yet been interrupted by a recession. In fact, this has been the longest economic expansion in U.S. history!
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Introduction to Talon Wealth Strategies

Welcome to the Talon Wealth Strategies blog. I will be creating videos relating to financial topics, designed to give you updates on the markets, provide education, and maybe answer some questions. I hope you will share these with your friends and family. My goal is to educate, increase financial literacy in our community, helping families increase their wealth, their financial peace, and increase their generosity.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck