Investing

Sentiment

Understanding market sentiment is an important element in making investment decisions and to the ongoing management of an investment portfolio. There are many ways to evaluate market/investor sentiment, including the ratio of put options being traded to call options being traded, the volatility index for those options as measured by the VIX, and various investor …

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Investing

Stock Market Checkup

Stock Market Checkup The S&P 500 continues to move higher. It’s hard to argue against the slope of the line in the chart below. There’s plenty to be concerned about right now, but the stock market’s trend continues to point up. While last week was the market’s roughest week since earlier in 2021, we can’t …

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Investing

Roth IRA Conversions

Roth IRAs are powerful savings vehicles that allow us to contribute after-tax dollars that grow tax-free and are withdrawn tax-free. There are no required minimum distributions during the original account owner’s life, which provides a lot of flexibility and tax efficiency if managed properly. Among traditional IRA account holders, the question of whether to convert …

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Investing

The Stock Market Bogeyman

You may or may not hear pundits discussing valuation levels of the stock market or other assets. The conversation ebbs and flows but isn’t ever too far from the center stage. Valuation is not the same as price. Price is what you pay for something while valuation puts the price into a context to allow …

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