Blogs

New Faces, Same Policies

President Biden has just signed the 2021Covid Relief Package authorizing the borrowing of $1.9 Trillion dollars. This is on top of the 2020 relief packages that totaled $3.41 Trillion dollars. Combined we will have borrowed $5.31 Trillion dollars to support...

Time to Short the Fangs?

Most investors know popular indexes like the S&P 500 and Nasdaq Composite are usually capitalization weighted. The biggest companies by market value have more influence on the index change. The Nasdaq leaders are commonly referred to as the FAANG stocks –...

And the Dam Bursts…

Like an Orc being washed away by the waters behind the dam after its destruction, markets shorts are finding it equally hard to find their footing. While many market pundits keep talking down the economy and scream that the market is “overvalued” leading to crash...

“Lies – damn lies – and statistics”

I love statistics. My favorite book is “Money Ball” by Michael Lewis about how Billy Beane turned around the Oakland A’s baseball team with the help of Paul DePodesta. The two combined to rethink how to evaluate talent – removing the “gut feel” of a scout and...

Big Changes to IRA’s

At 401 Advisor, we take great pride in making sure investors are aware of legislation that affects their retirement savings and we try to ensure we keep our clients informed in a timely fashion when changes are made that affect them.  Recently a bipartisan bill...

TNSTAAFL

by Bill DeShurko There’s No Such Thing As A Free Lunch The free lunch in the saying refers to the 19th-century practice in American bars of offering a “free lunch” to entice drinking customers. Obviously, bars weren’t in the business...

Market Commentary 09/04/2019

One of the “deadliest” sayings in investing is “This time it’s different”. Many investors and pundits, when faced with data contrary to their current views will rationalize a position by saying those infamous words. As they say as well, “history may not repeat, but it...

Service-Connected Disability Income Tax Deduction

By Jim Kilgore (USAF Ret.) Financial Advisor, 401Advisor, LLC To my retired veteran friends and friends of service-connected veterans, If you are retired and receiving above 20% disability rating from the VA you have a possible tax refund due to you.  In...

Mid Year Outlook

As we head into the final month of summer, we head into Wall Street’s traditional slow season. Statistically August and September are two of the worst months of the year as traders partake in their annual migration to the Hamptons.  Add in questions surrounding...

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