The Magnificent Ten Stocks – Boom or Bursting Bubble?

Before we get started, I’d like to state that what I’m sharing within this article should not be construed as investment advice.  I’m offering my thoughts and opinions on “The Magnificent Ten Stocks”, a topic that has been a part of nearly every conversation that I’ve had with clients for a few years now.  Anyone watching this article however should consult with their financial professional before making investment allocation changes to their portfolios. 
Introduction and the Rise of the “Magnificent Ten Stocks”
In my opinion, I believe these “Magnificent Ten Stocks” as they’ve come to be known, are overly

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Post-Election Tax Changes and Economic Impact

Thankfully this election cycle is behind us, and with it I believe we have greater clarity today over what might happen with post-election tax changes and the economic impact of the 2024 election.  Look, to preface let me just say that I’m thankful to live in a free country where we all have the right to see the world through our own prism. My comments are not to be taken as a political referendum, but rather as an economic observation.

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Understanding Market Volatility in 2024 – “Things Aren’t Always What They Seem”

Pre-Pandemic Levels?
So far, this year has been a roller coaster of emotion and sentiment to say the least.  At a high level, as I’ve mentioned in previous articles, I believe that we continue to emerge into economic Spring, from economic winter, and this kind of evolution doesn’t occur in a straight line.  It evolves in fits, and starts, and periods of panic and optimism.  In my opinion, the last four years, and even today, is like walking through a funhouse of mirrors at the circus.

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Market Behavior Over the Last Few Trading Days

Market behavior over the last few trading days has certainly been unnerving, and I would like to attempt to bring some thoughts to you in between our regularly scheduled monthly videos.The number one question on most of your minds is probably, what in the world is going on?  What is causing markets to reprice risk in such an acute manner?
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2024 Financial Market Outlook – A Look Toward The Year Ahead

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Throughout 2023, we talked at length about navigating palpable sentiment, and the Federal Reserve, inflation, and the economic backlash of all things related to the COVID crisis.

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Understanding the Transformative Landscape of Retirement Planning Changes with SECURE Act 2.0

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The SECURE Act 2.0, enshrined in the Consolidated Appropriations Act of 2023, marks a significant legislative stride aimed at fortifying retirement saving and planning in the United States. Passed on December 29, 2022, this act is a continuation of the SECURE Act of 2019, with both endeavors rooted in the collective mission of enhancing efficiency in retirement savings.

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Lemming Herd Mentality

By David R. Guttery, RFC, RFS, CAM

President, Keystone Financial Group-Trussville Al

Don’t be a lemming!

Thirty three years ago, my finance 412 professor put that brain fold into my mind.  He would engage the class by posing scenarios and then randomly selecting students to opine with their thoughts.  One particular day, as I was half way through my response, he extended his hand and interrupted me mid-sentence with “Don’t be a lemming Mr.

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The Market’s Dual Nature

 

Let’s begin with an intriguing phenomenon that has gripped the financial realm: market bifurcation. It’s a topic that warrants our attention as we address recession fears. Picture this – the S&P 500, a collection of 500 diverse companies, yet a mere 8 “mega-cap” stocks hold a collective value exceeding eleven trillion dollars.

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