INVESTOR RESOURCES

Want to be an informed investor? See our suggested resources on current market trends and personal finance decision-making.

Changes in the market can be scary or exciting, we help slow down the emotional rollercoaster you may be riding by giving you our objective insights. Each month, Ken our CEO and Michelle our COO breakdown the current financial landscape and discuss how it impacts your investments.

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Dave's Suggested Reading

Dave is one of our investment managers and believes that understanding the science behind what drives the financial decisions we make is key in making smart choices about your future. The book he has always wanted to write, but that someone beat him to it, is called "Psychology of Money" by Morgan Housel. A necessary read for all investors.

Purchase Here

April 22, 2024

The Imbalance In Today's Existing Home Market

The Existing Home Sales Report for March came out recently, showing that sales in the existing home market are still sluggish while prices remain high. The low supply hasn't dampened demand, and the median home sales prices have been going up, hitting a record high of $393,500 for the month of March. The rise in mortgage rates has slowed down the rapid increase in home prices seen during the pandemic. Any significant increase in mortgage rates or a downturn in the job market could pose risks to the housing market.

Insights Michelle & Ken Newsletter

April 15, 2024

Contracting Equity Risk Premium

When the fourth quarter reporting period ended, the earnings growth rate finished up 4.3%. Despite the Fed raising rates eleven times between March 2022 and July of 2023, the economy defied predictions and continued to grow. One can argue that the economy would continue to grow, at a modest pace, even if the Fed kept their current level of 5.00% to 5.25% through the remainder of the year.

Investment Insights Michelle & Ken Newsletter

January 28, 2024

Your 2023 Tax Information

THE 2023 TAX SEASON IS UPON US. As you begin to prepare your documents to provide to your accountant, we want to highlight the following important items. You can easily access your tax documents online via NetxInvestor.com, Communications tab, then Tax Documents.

Tax Planning Michelle & Ken Newsletter

September 27, 2023

Our Take: Safety in Numbers Outside the Stock Market

Higher rates don't necessarily have to be bad for the stock market, especially if they are associated with stronger economic activity that is good for earnings prospects. Higher rates become more problematic for the stock market, though, when they become the basis for safety trades in an uncertain environment.

Investment Insights Michelle & Ken Newsletter

August 10, 2023

Our Take: The Long Game

“Wealth isn’t primarily determined by investment performance, but by investor behavior.” - Nick Murray. A key takeaway from all of this is that market timing is a losing proposition. There is no “sell by” date or “end of game.” Short term hedges or bets seldom work. Instead, we find success by sticking to a plan as we incorporate new data into our decision-making process.

Investment Michelle & Ken Newsletter

March 8, 2023

Our Take: What's Changed?

Simply put, inflation has proven to be more stubborn than the markets had forecast as recently as January. The job market, despite tech layoffs, is also remarkably resilient with unemployment rates hovering near historic lows at 3.4%.

Investment Insights Something New Michelle & Ken Newsletter