About Jeffery Lewis CFP

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So far Jeffery Lewis CFP has created 14 blog entries.

Epic Monthly Economic Breaker Panel Update 3-16-2019

By |2019-03-16T08:00:27-07:00March 16th, 2019|

Topics covered in this Video Market Update; In today's video we'll be covering our Epic Monthly Economic Breaker Panel.  These are 12 of the indicators we're looking at on a monthly basis to keep a "heart beat" on the Economy and to track where we are in the economic cycle.  By watching these different indicators [...]

The Best “I Told You So” Scenario – Market Update 3-5-2019

By |2019-03-05T08:00:26-07:00March 5th, 2019|

https://www.youtube.com/watch?v=mgCVtl6B_WM Topics covered in this Video Market Update; Recap of previous video and market drops since 2000 “Santa Claus Rally 2018”; a review of the Oct 2018 - Dec 2018 market drawdown Discussion of Federal Reserve economic data, trade uncertainty with China and the looming threat of Brexit.  Key Takeaways We’re DEFINITELY NOT in [...]

Ready for “The Santa Clause Rally”? 12-20-2018 Market Update

By |2018-12-21T01:09:06-07:00December 21st, 2018|

Topics covered in this Video Market Update; Quick update on Traffic Lights and Version 2.0 improvements of the system Review of prior corrections and what makes them different or the same as today’s market environment. Comparison specifically to the S&P 500 22% decline in 2011 Key Takeaways We’re NOT in a recession yet – so [...]

Market Update 12-6-2018 – Comparing the Yield Curve

By |2018-12-06T19:48:52-07:00December 6th, 2018|

Here's the next edition of our market update series. (11 minute video) Topics covered in this Video Market Update; Summary of the last 5 recession periods 2 year vs 10 year yield curve inversion How early of a signal is this indicator Overlay for 2's and 10's indicator with the S&P 500 and how much [...]

Could earnings season pull us out of this market slump?

By |2018-10-13T01:04:04-07:00October 13th, 2018|

Is this the beginning of the next recession? The short answer: No - Not yet. For now, the losses in the stock market are looking like our typical “one to two time per year pull-back” that we never enjoy going through but statistically these happen on a regular basis. The good news is, the fundamentals [...]

It’s Not Time To Panic… YET

By |2018-02-06T17:03:40-07:00February 6th, 2018|

Holy Smokes!  To say that the last few trading days since the beginning of February have been rough would be an understatement.  Although… the market hasn’t hit a point of “Devastation” yet either.  We’re FINALLY seeing a bit of volatility in the market that we haven’t seen in well over 2 years. I think many [...]

Tax Reform – Small Businesses and Families to Benefit?

By |2017-12-20T06:45:13-07:00December 20th, 2017|

  Are you for or against the tax bill?  From a middle of the road perspective, there's some good and bad for all tax paying classes in America.  Kind of like salt and pepper.  Gotta have some good with the bad. Ultimately, there's some really great stuff for business owners and families and that means [...]

Six Ways To Catch Up For Retirement in a Hurry

By |2017-11-17T22:24:27-07:00November 17th, 2017|

Have you ever wondered, “Have I saved enough money to retire?” Or maybe, “Will I be able to continue enjoying my current lifestyle when I’m no longer working?” If so, you’re on the right track. The fact that you are even thinking about these concerns shows that retirement is on your mind and you’re ready [...]