Which Political Party is Better for the Stock Market? Democrats or Republicans?

Posted by Carl Sera on Apr 8, 2016 10:50:32 AM

Presidential Analysis

The November Presidential election will be one of firsts.  Should Hillary Clinton win she would become our first female President.  If Bernie Sanders were to win, he would be our first Socialist President.  If Donald Trump were to win, we would have our first Billionaire President and if Ted Cruz were to win, we would have our first President with Cuban heritage.  This leaves John Kasich as the only candidate that would not be one of firsts. 

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Topics: Stock market, politics

Investment Strategy: INDICES Up vs. Down Markets

Posted by Carl Sera on Jan 27, 2016 2:58:29 PM

In addition to Target Dated Funds, many investors buy passive index funds for their 401k, 403b and IRA retirement plans.  They do this systematically out of every paycheck.  They have recently seen the three major indices fall by over 10 percent, leaving many to wonder what they should do during this market correction. 

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Topics: Articles, Stock market

Is Stock Market Volatility Here to Stay?

Posted by Carl Sera on Jan 15, 2016 3:07:41 PM
Is stock market volatility here to stay?  The answer is yes - absolutely yes.  You see, volatility is just a fancy term for uncertainty, and uncertainty will always be with us.  If the question were rephrased to say is high volatility here to stay then the answer is no - absolutely no.

Why is this? Stock market volatility, as measured by the VIX, is a mean reverting measure, which means that what goes up must come down, and what goes down must come up.  So with recent volatility levels in the mid-20’s, and the historical average volatility around 18, you can expect a drop.  When it will drop is anyone’s guess. 

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Topics: Articles, Stock market

Why Diversification is Temporarily Broken: A What to Do Today Tale

Posted by Carlos Sera on Dec 23, 2015 9:32:00 AM

This tale is a major departure from my other tales.  The last time I actually made a market call was in October of 2008.  It was a bullish market call since it was clear to me that stocks were cheap, quality Blue Chip stocks were paying high and sustainable dividends, and the future of the stock market would be one of reduced volatility. 

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Topics: FINANCIAL TALE, Stock market, Volatile Tales

The Importance Of Technical Analysis: "Why I Became A Chartered Market Technician"

Posted by Carl Sera on Dec 16, 2015 2:36:38 PM
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Topics: Articles, Stock market

3 Barriers to Successful Investment Returns

Posted by Carlos Sera on Dec 9, 2015 4:25:11 PM

What Is Holding Back Your Investments?

As the old saying goes, "When you lose 100 percent of your money on an investment, no matter how much you put in, it's all gone." 

Watch our short video below to learn about:

  • The top the barriers to success in your investment returns 
  • Which one of those barriers is the worst offender 
  • What investment management goals you should have and why
  • Why it's so important to understand market unpredictability
  • And much more... 
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Topics: Stock market, volatility

Money, Math and Markets: How Money Really Grows

Posted by Carlos Sera on Nov 6, 2015 3:00:00 PM

How Do You Think Money Grows?

When it comes to money and math, there is a big difference between how people think money grows over time and how money actually grows over time. What is this difference called? Compound interest.

Watch our short video below to learn about:

  • What compound interest is
  • How money grows in the stock market
  • Actual return vs. average return
  • Reducing market volatility
  • Diversification and rebalancing 
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Topics: Stock market, volatility

Newly Released Financial Tale - An Actual Tale

Posted by Carlos Sera on Nov 28, 2011 10:28:00 AM

Today I release

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Topics: Investing, Stock market, Equities, average, Rate of return

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