#stocks

dreich7

Jan 21, 2021
1 min

What do you do in a Market Meltdown?

The market will stay squishy as long as the bond market is seized up. The most important thing is to step back and try to think clearly. We are in uncharted territory as what is happening has no precedent. This is not a financial crisis, but fear is making it turn into one. Yes, consumption will be hurt as companies can either not supply goods and services or consumers slow down their purchasing out of fear. This is a time where you either pick good stocks, like a Microsoft,

dreich7

Jan 21, 2021
1 min

What a Market

The most concerning area of the market is whats going on in credit. In 40 years I've never seen this type of action. That includes 1987, 2000, and 2008. You can cut the fear with a knife. This is where an investment advisor comes in to play. He/She should be adding money to the market in here, not panicking out like December of 2018. We've bought the Dow Jones ETF (DIA) to accomplish 2 things. 1) exposure to the market, and 2) yield is indicated at 3.67%. The most concerning

dreich7

Jan 11, 2021
1 min

Sometimes There is Nothing to Do!

I believe the US economy is strong. We've been very cautious at putting new money to work this month, February 2020. With Stocks at all time highs, and bond yields at all time lows, we're not jumping in 100% with new cash, but buying over the next few months. We have about 15% cash on hand should the market(s) reverse, but will put 2/3rds of that to work between now and May. Our allocations are going into the S&P 500, and 6 other funds or ETFs which have a long track record

Let’s Talk About: What a start to the New Year

dreich7

Jan 11, 2021
2 min

Let’s Talk About: What a start to the New Year

"So goes January, So goes the Market" I'm not a believer in market axioms, but the most common is "So goes January, So goes the Market". January is off to a blistering 3% start give or take. While I have absolutely no targets, or idea where the market will go this year I see a few things that maybe are not talked about correctly by those who comment. First, there has been a lot of banter about how there is less cash available to invest than report (known as cash on the sidel

dreich7

Jan 11, 2021
2 min

Let’s Talk About: Financial Planners

I'm not a Certified Financial Planner (CFP) but Lori is, so my comments are observations rather than intimate knowledge. I'm not a Certified Financial Planner (CFP) but Lori is, so my comments are observations rather than intimate knowledge. Most Financial Planners have powerful software like Money Guide Pro or E-Money which take your current income, savings including 401Ks, Real Estate, Business Value, and come up with a monthly distribution you will receive upon retirement.

Let’s Talk About: The Race to the Bottom. Commission rates on stock, ETFs, and options were cut to $

dreich7

Jan 11, 2021
2 min

Let’s Talk About: The Race to the Bottom. Commission rates on stock, ETFs, and options were cut to $

Commission rates on stock, ETFs, and options were cut to $0.00 by Schwab on January 7, 2020 and quickly followed by the discount brokers. Commission rates on stock, ETFs, and options were cut to $0.00 by Schwab on January 7, 2020 and quickly followed by the discount brokers. While the loss of revenue at the outset is less relevant to Schwab, in anticipation of this move they cut their workforce by 3%. While the discounters say that this is a commoditized product it will furt

Let’s Talk About: All Time Stock Market Highs

dreich7

Jan 11, 2021
2 min

Let’s Talk About: All Time Stock Market Highs

At Banyan Global Investment Advisors we keep it simple and understandable. This is always the hardest time to talk about the market. We’d all like to buy when we want or sell when we want but rarely do we have the opportunity to do that in the stock market So here we are and you’ve got to invest, so what do you do, you can buy sell or wait. In my view your time frame makes the difference. If you need your investments to pay for whatever sell is what you have to do. To wait is

dreich7

Jan 11, 2021
1 min

Let’s Talk About: Opportunity Zones

Use common sense. It always wins. This has been the trade de jour for those sitting on capital gains and in my view it is a disaster waiting to happen. We’ve been invested in low income housing for the last 10 years and I’ve had more anxiety over these investments than anything else Opportunity Zones were created by the tax legislation that lets you roll your capital gains into these “zones” with the caveat in order to receive the tax benefit you have to stay invested for 10

dreich7

Jan 11, 2021
2 min

Let’s Talk About: Stocks

I like to buy stocks where I know the company and know the management. Not an easy subject as it’s all opinion, not factual. I like to buy stocks where I know the company and know the management (only own 3 stocks). For our clients we own the S&P 500 and a couple of funds. My competitors ask what value does that add. Really not much but it’s what’s under the surface that makes me recommend and continue to own the 500 For example I’m asked mostly by competitors why I don’t own

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