Bouchey Blog

Market Overview U.S. large cap companies continued to show strength in the 3rd quarter with the S&P 500 index increasing 0.66%, extending its string of quarterly gains to seven and pushing the year-to-date gain for the index to 6.68% as shown in Exhibit 1. During the quarter, the index hit its 34th record close on…

Written by Stacy Akaka In today’s economy of “self responsibility”, the ability for an individual to retire depends upon their success in saving for retirement and building wealth. This creation of wealth is in stark contrast to the retirement of previous generations that relied upon pensions and family support to retire and whose retirement was…

Written by: Martin X. Shields A term you hear recently in the news is the “inversion” of U.S. companies as they merge with a foreign company in order to reduce their U.S. federal tax bill. There are a number of firms who have recently taken this action including AbbVie (ABBV) a U.S. pharmaceutical firm that…

Written by: Ryan Bouchey   With the recent volatility around the globe and particularly in the US stock market, investors have the tendency to make dramatic changes to their portfolios to avoid any losses. With geopolitical uncertainty, an unclear picture of what the Fed may do next and the fear of a potential market correction…

Written by: Martin Shields One of the basic tenets of good investing is to be fearful when everyone is greedy and greedy when everyone is fearful. As this recent article from the Wall Street Journal highlights, the general sentiment among stock analyst is fairly pessimistic. This would appear to indicate that the stock market may…

Written by: Martin X. Shields When most people think of a pension plan they picture a large company or government entity that has thousands of employees and where the plan is designed to provide retirees of the organization a monthly paycheck that will vary based on length of services and pay level. While this has…