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Move is... well...on the move this April!
From roughly 86 to 121. Is it the "speed and change" of the Move or the "high" of the Move that we should be paying attention to?
Here's a 3 month comparison chart of MOVE index and the S&P 500 index.
…
I like to ask questions like these on the discussion board at Ed Slott's IRA help site:
https://irahelp.com/forums/ira-discussion-forum/
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March 8 Episode:
Why leading strategist, Ed Yardeni says this bull market is reminiscent of the 1920s when stock prices soared, the economy was growing and technology was leading the way.
Podcast:
https://soundcloud.com/wealthtrack/the-roaring-2020s
As I recall, my Fidelity trustee to trustee transfer from Bruce HSA to Fidelity HSA involved Bruce first converting BRUFX to cash and then completing the trustee to trustee transfer to Fidelity.
Thanks David for your linked article.
David's Article identified OMCIX which is also mentioned in my linked article (3 of the 6 funds mentioned are Micro Caps funds):
Oberweis Micro Cap
Ticker: OMCIX
Morningstar Medalist Rating: Gold
M…
Here's a companion reading from JP Morgan:
At this interesting juncture, we are pleased to launch the 2024 edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions (LTCMAs). In our 28th year of producing capital market estimate…
@Crash,
I moved 75% of my BRUFX holdings (Bruce converted shares to cash) then Fidelity executed a “trustee to trustee transfer” to Fidelity back in 2021.
This was a HSA account at Bruce and I decided to move the majority of my HSA to Fidelity’s …
Podcast and article on Amazon’s warehouse use of robots.
Article:
amazon-warehouses-provide-glimpse-of-workplace-humanoid-robots
Podcast:
jonathan-hurst-of-agility-robotics
March 2 Episode
In a “Tearing Down the Pink Wall” event, three top women in finance, former super star strategist, now business school professor Abby Joseph Cohen, top ranked equity strategist Savita Subramanian and leading business professor Mila G…
I reference this image as it provides an investor with an important reminder...negative volatility subsides the longer one's time horizon (holding period) is:
Range of Stock, Bonds and Blended Returns
@Edmond
At least one answer to that question is many of the chemical companies. Depending on their output, natural gas represents THE major input cost to create many of the chemicals which these companies produce/sell. Lower input costs mean fatter…
@Crash
Ed Slott IRA Help has a very responsive discussion board. Here is a quick query on your topic and some responses:
https://irahelp.com/search/ft/Rules%20for%20an%20inherited%20IRA%20by%20a%20spouse%2010%20year%20younger
Create a login and y…
Here’s an “interesting” take an interest rates and credit worthiness:
The simple truth is that with or without a personal fortune which is said to exceed $1 billion, Swift is credit personified. Getting more specific, her greatest source of collater…
Feb 3 Episode:
We speak with Christine Benz, Morningstar’s personal finance guru, about the significant impact of higher yields on retirement planning. Benz discusses the potential benefits of adding a basic fixed immediate annuity to retirement pla…
I noticed the RIMM (Reserach in Motion) now BB is no longer in their top 24 holdings. They held a strong conviction in this stock. To me this would have been a good interview question:
Why has BB gone nowhere but down...
Tumble after tumble:
blac…
Link to Jan 27 Episode:
… dive into the real risks facing the markets with global value investor Matthew McLennan. As markets climb a wall of worry, McLennan shares his insights on protecting yourself from inevitable declines and sticking to a disci…
Jan 20 Episode
Join renowned financial thought leader and strategist Jason Trennert as he shares his major investment themes for 2024 in this episode of WEALTHTRACK. Gain insights into the current state of the economy and markets, and discover poten…
Jan 13th Episode:
In this interview, Sebastien Page shares his insights on how this new regime differs from previous periods and how it requires us to rethink traditional approaches to asset allocation. Join us as we explore the strategies and consi…
@bee, I see TD reinvested the VHT Dec 2023 distributions at $248.3661 per share. Do you mind sharing @ what re-investment price Vanguard did for you?
You make an interesting point, I also have to check not only ETF distribution price adjustments,…
My experience with Vanguard, specifically VHT, has always allowed me to reinvest dividends. I do manage this directly on the Vanguard brokerage platform.
Andrew Foster, a renowned portfolio manager and founder of Seafarer Capital Partners, shares his insights on why emerging markets are no longer a growth story. Foster emphasizes that the investment case for emerging markets lies in individual compan…
David Giroux delves into investment opportunities in sectors such as utilities, healthcare, and industrials, emphasizing the significance of a longer time horizon for successful investments. Join us as we gain valuable insights from David Giroux on …
On further review of @Roy article, it appears Reckenthaler uses the initial 8 % WD factor to establish all future WDs based on the initial dollar amount ($500k x 8%) or $40k. Instead, I would suggest the retiree applies the 8% WD rate on each year’s…
