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Well, That Escalated Quickly

BLOG, MARKETS & ECONOMICS  |  9 Mar 2020

By Jon Aldrich Just like that scene in the movie “Anchorman” when Ron Burgundy declared “Well, that sure escalated quickly”, after the big melee with the other Action News Teams in the San Diego area, the action in the markets sure has escalated. Today, the markets dropped another 7.5% or over 2,000 Dow points as…

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So Now The Market is Finally Concerned About Coronavirus?

BLOG, MARKETS & ECONOMICS  |  26 Feb 2020

By Jon Aldrich I am writing this on a plane heading to Arizona for my annual golf trip and a little bit of actual work. It never fails, when I go on a trip for a few days, the market often has a temper tantrum. This time it is fears of the Coronavirus and a…

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Should we “Curb Our Enthusiasm”

By Jon Aldrich 2019 was a great year for stocks, bonds and virtually every investable asset class. This was a welcome follow up to 2018, when virtually every asset class except cash went down. The nice thing, though, is that just about everything went up much more in 2019 than they went down in 2018….

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The SECURE Act and How it May Affect You

By Jon Aldrich It seems like every year, just days before the ball drops in Times Square, Congress passes and the President signs new legislation that affects taxpayers. This year was no different as the SECURE Act, which contains some significant changes in certain retirement accounts was passed on December 19th, and signed into law…

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Notes from The Schwab Impact Conference

BLOG, MARKETS & ECONOMICS, Uncategorized  |  15 Nov 2019

Bullet Points from Greg Valliere’s presentation “An Inside View of Washington” By Jon Aldrich I attended the annual Schwab Impact conference in San Diego last week (I wish I was still out there after coming back to January in November here at home). Schwab Impact is the annual conference for financial advisors that Schwab puts…

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Going Nowhere Fast

BLOG, MARKETS & ECONOMICS  |  7 Oct 2019

By Jon Aldrich If you had went to sleep at the end of September of last year and just woke up, you might think the markets have been pretty boring these last 12 months. Especially, if you just picked up a paper and saw that the S & P 500 was currently around 2900, which…

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Happy New Year 2019

(Good Riddance 2018) By Jon Aldrich Happy New Year 2019! Don’t let the door hit you in the behind 2018. Now I say that partially in jest, but also because 2018 seemed like a difficult year not only for me, but also for many of those that I know. I am also aware of many…

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Long December

BLOG, MARKETS & ECONOMICS  |  19 Dec 2018

By Jon Aldrich For investors this has sure been a long December. Thus, I couldn’t resist one of my favorite songs by the band, Counting Crows as the lead picture. As I write this, the S & P 500 is on track for its worst December since 1931 and is having another “off” day. You…

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Wild World

by Jon Aldrich It was yet another wild week in the stock market. As Cat Stevens a.k.a. Yusuf Islam penned in his 1970 album “Tea for the Tillerman” it sure has been a Wild World in the stock market lately. On Tuesday the Dow dropped 799 points (Geez, couldn’t it have squeaked out another point to make…

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Gobbled Up

By Jon Aldrich Just like the turkey at your Thanksgiving Dinner, any gains that the S & P 500 had for the year have been gobbled up by the ongoing market correction that has lingered throughout October and November. The volatility in the markets we have been expecting and are now experiencing after such a…

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