In The Money

A look at financial planning, investment management, and options strategies.

7/17 Monday Morning Market Review

In another exciting week of market action, we saw the S&P500 index ($SPX) hit new all-time highs by adding another 1.45% to its already impressive gains for the year.  While it is nice to see the rally led by energy and technology there is a bit more that we need...

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7/10 Monday Morning Market Review

It was a shortened week for the markets, with only 3 1/2 days of trading. Even though the S&P500 finished the week down only 6 points, both the trading and release of market driving data occurred in a relatively frenetic pace. After a calm first half of the week,...

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This Might Throw You for a Curve

In statistics class, everyone learns about the bell curve and normal distributions.  Understanding the concept of standard deviation is essential when using the bell curve. According to Investopedia, standard deviation is “a measure that is used to quantify the amount...

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7/3 Monday Morning Market Review

Friday’s market close represents the end of the first half of 2017, and believe or not, it also means that we are now 75% of the way through the current decade. Despite the S&P500 only being down 20 points, or 0.8%, we saw some very significant events during...

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Average Returns & What They Really Mean

If you were planning a vacation to Dallas, Texas, you might hire a travel agent to give you tips that will help you pack appropriately.  The agent might tell you that the average annual temperature in Dallas is 64 degrees.  Guess what? It’s almost never 64 degrees in...

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Monday Morning Market Review

At the close of trading on Friday, 06/23/2017, the S&P500 ($SPX), which at this point in time actually represents 505 of the largest companies in the US, settled at a value of 2,438 or at roughly the same value that it was in the beginning of June (2,415).  This...

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