The One Year Anniversary of Meredith Wealth Planning Before I dive into the quarterly commentary, I wanted to take a moment and mention that March 6th was the one year anniversary of starting this firm. My days at TheBANK of Edwardsville feel like … [Read more...] about Quarterly Commentary (Q1 2020)

Back in December I wrote about a market timing strategy that has shown to work over a limited sample size. It had shown to provide a little better return than the overall market with significantly less downside risk. I thought it would be "good … [Read more...] about Revisiting a Market Timing Strategy

"Stocks won't make you wealthy. Your behavior around stocks makes you wealthy" -Nick Murray I know enough to know that clients don't always appreciate hearing the following from their advisor at a time like this: -"Stay the … [Read more...] about Financial Therapy

Here I will present you with information about two mystery companies that operate in the same industry (which is a cyclical one) and are competitors of one another. Company A Highlights Founded in 1908 $144 billion in trailing 12 month … [Read more...] about Why Stock Picking is Hard

The 3rd quarter is a wrap! How'd markets do? 3rd quarter 01/01/2019 - 09/30/2019 US Stocks 1.08% 19.90% Global Ex-US Stocks -1.58% 11.42% Total Bond Market 2.40% 8.60% First thought: Framing is everything You … [Read more...] about Quarterly Thoughts (3rd Quarter 2019)

Stocks are down big this quarter, and just this month may end up taking home the trophy as worst December in recorded history. Ben Carlson, who writes a blog titled "A Wealth of Common Sense,"  compiled some data regarding past drops of this … [Read more...] about A Bullish Case