With the ongoing GameStop saga, we see a new development in the stock market: small Mainstreet traders taking on the big Wall Street Hedge funds and winning - at least for a while. Let's take a look at what occurred and what this may mean for the market and investors.

The SP 500 index performance in the three months before the election has proven a good forecaster of who will win the Presidency. In the past, a rising market in this period has indicated that the incumbent will win. Stock market losses, by contrast, have often predicted the opposition party wins.

The Social Security Tax Torpedo is a nasty tax spike that often impacts people receiving Social Security income. It's nicknamed a torpedo because the increased effective tax rate only lasts while Social Security income is taxed. It starts when Social Security first becomes taxable and lasts until all Social Security income has been taxed. Like a torpedo, it strikes, and then it's gone.

The world changes at a rapid pace in these modern times. The market crash that occurred primarily in March 2020 is already one for the history books. We are now getting our first data on how individual investors fared during this tumultuous period, and to me, it was a shock.

Flexibility is part of the 401k's design. It is better to have benefit reductions than to have employee terminations or go out of business. These suspensions are usually short term, or the plans may come out of compliance by becoming top-heavy. The most important thing the employer can do is to notify employees of the change. If you have questions on your plan, see your HR Department for more information.

The world is a complicated place. So complicated, it's worthwhile to review the so called "rules of the road." These are the investment rules of thumb that we hear about all the time. So are these useful principles or oversold bromides? In this four part series, I'll give you my take and a new perspective.

What is a "cat bounce?" Is the current rally in the market something to last or just a blip? Here we take a look, as well as what may be ahead for the markets and the economy.

In these unprecedented times, we look at prior crises and how the market reacted over time.

Looks at the history of market panics since 1997 and what that may tell investors today about the Coronavirus panic today.

The Markets got the FLU - Market Update Feb 2020