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Gold prices end lower as investors, rattled by Iran conflict, continue to shelter in the dollar
When global uncertainty spikes, where does capital run, and what does that mean for gold? Adam Koós was recently quoted in MarketWatch explaining...
A Dot-Com Era Environment
The S&P 500 index may look rough on the surface, but underneath, individual stocks are telling a very different story, one we haven't seen since...
S&P 500 Decision Point: Testing The 200 Day MA
As legendary trader Paul Tudor Jones once said, "Nothing good happens below the 200-day moving average." So with the S&P 500 approaching that...
The Fear Is Real. The Breakdown Isn’t
Sentiment is weak, headlines are noisy, and investors are uneasy, but does the technical picture actually support the fear? In this featured piece...
Evaluating S&P 500 Seasonality and NDX Extremes
What do put/call ratios, historical S&P 500 seasonality patterns, and market breadth all have in common? They're each offering important clues,...
Silver tumbles as gold finds a footing in precious-metals rout
Silver and gold are often discussed together, but recent market moves show why they can behave very differently. This MarketWatch article explains...
‘Defense wins championships’ – and other investment lessons from the world of sports
What can investing learn from championship sports teams? In both sports and investing, flashy wins get the headlines—but strong defense is often...
Behavioral adherence: Sticking with the plan in volatile markets
How do investors stay disciplined when markets turn volatile and emotions run high? Periods of uncertainty often test even the most well-constructed...
Client-Centered Guidance for Uncertain Economic Times
How are financial advisors guiding clients in this current economic environment, with high inflation and a possible economic downturn—or at least an...
5 Client Questions About Today’s Investment Environment
How times have changed. In a 2019 article in Proactive Advisor Magazine, I reflected on the ridiculous low-volatility and “easy market” environment...
Financial Advisors Step Up During the Shutdown
We circled back with several financial advisors interviewed for Proactive Advisor Magazine to see how they have “stepped up” to meet client needs...
Using Behavioral Finance to Better Guide Clients
“One of our most important client principles relates to our overall investment philosophy and client education. When it comes to managing money, we...
CMT program supports the philosophy of proactive money management
What does it really mean to take a proactive approach to money management? Markets don’t move randomly—and understanding trends, risk, and investor...
Lessons From “The Best Investor in the World”
On average, the market goes up three out of every four years. The “perma-bear” who consistently preaches doom and gloom is forgotten each day until...
A Financial Advisor Responds to 7 Top Client Concerns
Clients ask a lot of great questions, and with each year’s enhancements in technology and access to information, the questions only seem to keep...
Why Defense Wins in Football and Portfolio Management
The article below is different than most. The majority of what we send out to our readers is educational material that we write for the average...
Why Proactive Money Management Makes Sense for Clients
We all have moments in our lives that become engrained in our minds forever. Whether good or bad, these memories often make a huge impact on your...
There’s More Downside Potential on the S&P Chart, But How Much?
As published on MarketWatch Trading Deck November 2, 2016: Tuesday, the S&P 500 SPX, +0.62% broke back below metaphorical line in the sand —...
Let This Chart Help You Find the Direction of the Market
As published on MarketWatch Trading Deck October 27, 2016 As we close the gap to within two weeks of the U.S. presidential election, the stock...