Weekly Market Update for March 31, 2023, from DeWayne Hall:
Weekly Market Update for March 31, 2023, from DeWayne Hall: Quantitative Easing Believe it or not, U.S. stocks have taken a turn for the better. In spite of all the negative headlines the past month, equities are showing some strength. Yes, we know we’ve been saying the market is heading lower. And we still believe […]
Know Your Terminology: The Difference Between Institutional and Retail Investors
Know Your Terminology: The Difference Between Institutional and Retail Investors Welcome to the second edition of our series on the lingo used by financial advisors and investment professionals. Now that you understand the basic meanings of investing and trading and how they differ, let’s introduce the two main types of industry professionals: institutional and retail […]
Market Update: March 24, 2023
Weekly Market Update for March 24, 2023, from DeWayne Hall: Quantitative Tightening We have to say we’re kind of impressed with the resilience of the U.S. stock market this week. While our banking system has walked to the edge of the cliff the past two weeks, the great majority of stocks have refused to crater, […]
Know Your Terminology: The Difference Between Investing and Trading
Know Your Terminology: The Difference Between Investing and Trading If you want to become a sophisticated investor (or at least sound like one), you need to learn the language. It’s the lingo that matters, and you need to know and understand the basic language investment advisors and professional traders speak. Learning the language will not only help […]
Market Update: March 17, 2023
Weekly Market Update for March 17, 2023, from DeWayne Hall: It’s been a wild and woolly ride this week. After running the banking industry right to the edge of the cliff, it appears things have settled down…for now. Stocks were deeply oversold by just about every short-term measure and due a rebound, which it has. […]
Understanding the Investment Protection Features of Structured Notes
Understanding the Investment Protection Features of Structured Notes Structured notes come in two different forms—growth or income. One thing that is common throughout structured notes is the principal or coupon payment investment protection features. Although there are variations with each note, they will typically use one of three protection features. These features can help investors […]
Market Update: March 10, 2023
Weekly Market Update for March 10, 2023, from DeWayne Hall: Trading Range After trading on the short side in February to some modest success, this week we attempted to switch directions and dip a pinkie toe in the water on the long side. Yes, we know we’ve been beating the drum that stocks are still […]
What are Structured Notes?
What are Structured Notes? Are you like other investors searching for opportunities to diversify your investment strategies? Diversification is an essential element for long-term portfolio success. There are many options available. Structured notes may be an option to consider adding to your portfolio. Structured notes are a type of investment that combines bonds and derivatives. […]
Market Update: March 3, 2023
Weekly Market Update for March 3, 2023, from DeWayne Hall: Equities Despite a strong end to the week, this short-term move higher is not changing our overall view on the market. Equities are facing challenging headwinds that should contain upside potential. Rising interest rates, the delayed economic impact of those rate hikes, job losses, tightening […]