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Market Breadth Broadens in 2026: Mid-Year Outlook
This commentary was prepared for clients on July 2, 2026. The second quarter ended very differently than it began. When we last wrote in April, markets were wrestling...
Tricks of the Trade: Six Tax Savvy Moves
Tax season can be an interesting time for investors, but it doesn't have to be a daunting one. Whether you are an experienced investor, a solopreneur, a family, or individual...
Will 2024 be 1968 Déjà Vu All Over Again?
An examination of the prevailing state of the secular trend for inflation- adjusted stock prices reveal some interesting similarities between 1968 and 2024, and these parallels...
Passive or Active: The Roadmap to Investment Success Revealed
Is a passive, buy and hold investment strategy or an active investment approach right for me? First, let’s clarify the concept of 'active' investing. As a fee-only Investment...
Elevate Your Tax Game: The Art of Above-the-Line Deductions
Looking to reduce your tax bill beyond the standard deduction without the hassle of itemizing? Enter above-the-line deductions - a strategic approach to helping lower your...
Reaching New All-Time Highs!
In 2023, stock prices started in rally mode and then suffered through a sharp mid-year correction. But the last quarter of the year was an absolute barnburner, with the venerable...
The Bull Market Has Just Been Refreshed: Where Does it Go from Here?
My colleagues at Pring Turner Capital recently sent out a note to clients entitled The Pause that Refreshes by way of putting the post July correction in perspective with the...
Uncommon Cents: Proactive Investing in Inflationary Times
IT’S BACK…..! He sat down on the edge of his chair. His voice quavered and eyes moistened as he began talking. “Mister Turner, I thought I had it all planned out so very well. ...
The Pause That Refreshes
Since the market peak in late July, stocks suffered a sharp decline of roughly 8%. Recession worries, labor strikes, government shutdown talk, rising energy costs and higher...
A Soft-Landing Scenario Gains More Adherents but How Long Will it be Viable?
In February this year we wrote an article entitled A Funny Thing Happened on the Way to the Recession. It observed that the consensus of commentators was calling for a recession...
Rolling Right Along
Bottom line: while stock prices may take a short-term breather, we expect your portfolio to keep rolling right along.This past quarter, stock prices continued to advance as...
2023 Summer Client Event!
You can watch the entire 70-minute event by clicking the play button below or keep reading for the executive summary.Since our founding in 1977, we have successfully helped our...
Transitioning from Secular Bull to Bear? We Present, You Decide!
Secular trends in inflation adjusted equities average between 15 and 20 years. Since such price movements embrace a number of business cycles, identification of a reversal...