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True Wealth Design blog and news

When Stocks Diverge From The Economy

Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? Or good news is reported and stocks sell-off?

If you said yes, you’re certainly not alone… Continue reading

Why Big Tech Stocks Must Underperform

The combined market capitalization of the five largest stocks by market capitalization — Microsoft, Apple, Google, Amazon, and Facebook — reached 20% of the S&P 500 in 2020. This level of concentration has not been seen since the Technology Bubble in the late 1990s.

Yet, these businesses have proved so successful that there is no way to repeat what they have done. Continue reading

How The CARES Act Impacts You

The recently passed CARES Act provides support to Americans and companies large and small. Not so much a stimulus bill but a liquidity bill in our view, it gives a necessary backstop to the forced shut-downs required to fight the Coronavirus. The Act will help families meet their needs, pay their bills, and preserve many jobs to which they can return. Here are some of the key elements of the CARES Act that may impact you. Continue reading

COVID-19 & Your Investment Strategy

As I write this on March 5, 2020, COVID-19 is causing waves in global economies and markets. Over the last eight trading days, the S&P 500 sold off by more than 3% on four days but also bounced back sharply, … Continue reading

What Should Investors Do About The Coronavirus?

The financial markets are taking a big dip this week over fears about the spreading coronavirus, erasing gains from earlier this year. You may understandably be nervous about your money and your family’s health. Below are a few key items … Continue reading