We all know what a tough year it has been for investors. Stocks and bonds are both down, inflation is high, and it appears that a recession is imminent. The video below is my attempt to help investors understand what is going on and make sense of …
Events & Seminars
Episode #94: Where Did Summer Go
The endless summer is ending, and on this episode of PFLN, Dave ponders this fact from his patio in Ocean View, DE. We also learn about his pickleball performance at the Maryland Senior Olympics, which was eerily similar to the stock market in August-weak and …
Episode #93: How Low Can It Go?
There is no other word to describe recent stock and bond returns, other than awful. The six months ending June 30th ranked in the bottom 2% in history for a balanced portfolio. Dave and Steve discuss the current state of the markets and what we should expect …
Episode #92: The Bear Has Arrived
After flirting with the magical 20% barrier, stocks officially closed in a bear market. What does this mean for the average retiree? How long does the typical bear market last and how fast is the average recovery? How should you have your assets allocated …
Episode #91 – Are We In A Bear Market?
As the stock market continues to decline, Dave and Steve weigh in with their thoughts and look back at past bear markets. What can we learn from the past declines and how does it relate to today? They also discuss what it feels like to retire and start …
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Episode #90 – The Current State Of The Market And Listener Questions
The market woes have continued as we entered the 2nd quarter of 2022. However, the normal dynamic of bonds as a safe haven from stock market declines has not played out this year. While stocks are down 10%-15%, the broad bond market is down almost 10% off it’s …
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Episode #89 – Is this the start of the next bear market?
Concerns over Ukraine, inflation and rising interest rates have continued to weigh on the market and cause negative stock market returns. In this month’s episode Dave and Steve attempt to give some perspective on the current decline. How has the market …
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Episode #88-An Ugly Start to 2022
2022 has started off with something we haven’t seen in a while: Volatility. Listen to the latest podcast to hear Dave and Steve discuss why the stock market is off to a terrible start. What does this mean for the rest of the year? How can we use history as …
