Bear Market Investing: You’re Doing It Wrong!

 

Transcript:

Hey, everyone!  It’s certainly been an interesting few weeks in financial markets.  As I record this video in March 2020, U.S. stocks are in a bear market, the first “official” bear market since 2009, though there were plenty of interruptions along the way.  The proximate cause of this bear market is the coronavirus and associated economic disruption.

But this video applies to bear markets regardless of the cause… and I imagine that I’ll share it again in the future.Read More »

Tip of the Week: 100 Points on the Dow Ain’t What They Used To Be

Transcript:

Hey everyone! I’m Derek Merkler, the military financial advisor and in this Tip of the Week, let’s time travel back to August of 2019 when U.S. stock markets had multiple weeks of losses since the highs of the month before.  During this time, we saw financial headlines along the lines of “Why the world turned bearish today” and “The Dow dropped 600 points!”  We saw a lot of fear-mongering with intentionally misleading headlines.Read More »

Rental Property Depreciation Isn’t Optional

Tip of the Week

 

Transcript:

Hello, Derek Merkler, the military financial advisor here with this week’s tip of the week.  The topic for this video is a trend I’m seeing amongst veterans who own rental properties.  If you are watching this video, you may or may not own a rental property, but you likely know that a common investment strategy for military veterans is to buy homes at each duty station to which they are assigned over the course of their career and then rent out those homes when they move to a new duty station.Read More »

Dow Logs 8-Day Win Streak

Weekly Commentary — September 16th, 2019

The Week on Wall Street

Stocks edged toward all-time peaks during a relatively calm week marked by easing trade tensions. Friday marked the eighth straight daily advance for the Dow Jones Industrial Average.[1]

Small-cap shares, as tracked by the Russell 2000 index, rose 4.85% in five days. The S&P 500 improved 0.96% for the week, while the Dow and Nasdaq Composite respectively advanced 1.57% and 0.91%. Foreign shares added 1.22%, according to the MSCI EAFE index.[2],[3],[4]

Read More »

Monthly Economic Update: September 2019

Transcript:

Hello, folks, this is Derek Merkler, the Military Financial Advisor with my economic update for September 2019.

In August, all eyes were on the U.S.-China trade dispute. The White House announced new tariffs on Chinese goods. Some are effective now; some will be effective in December. China retaliated, in two ways. First, it manipulated its currency by reducing its value compared to the U.S. dollar. Currency devaluation makes Chinese goods less expensive for U.S. buyers and it may help offset the impact of tariffs.[1]Second, it scheduled new tariffs on American goods.[2]Trade talks between the U.S. and China may resume this month though, of course, time will tell.[3]Read More »