by tracy.thrash | Jun 30, 2022 | Uncategorized
The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons regarding risk and diversification. For savvy investors, a bear market also creates a period for looking...
by tracy.thrash | Jun 30, 2022 | Uncategorized
Working towards financial independence can often be a lifelong process. But for many, financial freedom may come far sooner—and include some fun along the way. What are the differences between financial independence and financial freedom, and what steps can you take...
by tracy.thrash | Jun 30, 2022 | Uncategorized
The history of Bear Markets makes for gloomy reading1. However, this brief note focuses on what we might expect once the -20% threshold has been crossed. How has the market (S&P 500) performed after entering a Bear Market? Key Takeaways • After entering a bear...
by tracy.thrash | Jun 22, 2022 | Uncategorized
HOW LONG DO BEAR MARKETS TYPICALLY LAST? The current bear market, which began at the January 2022 highs for the S&P 500 Index, is actually already old by recent standards. At about five-and-a-half months old, it is already older than six other bear markets going...
by tracy.thrash | May 26, 2022 | Uncategorized
Introduction If the value of your stocks, bonds, or other capital investments has increased substantially, there are a few steps you can take to minimize taxation. These include timing the sale of your capital assets, using capital losses effectively, and passing...
by tracy.thrash | May 26, 2022 | Uncategorized
What will you look for as you approach your “golden” years? Sunshine and the beach at your feet, or colder climates with your favorite cross-country skiing course outside your door? An affordable condo on the golf course with room for a visit from your...
