The bull market is sharply rising as bear sentiment fades. Is investor optimism ill advised? Schwab’s Liz Ann Sonders and Kevin Gordon discuss the current dynamic. Meanwhile, many investors are filled with inflation fears. Dave Sheaff Gilreath soothes their distress with clear analysis for Financial Advisor. There’s still time to lower your tax bill or boost your refund. Kate Dore, CFP, explains what you can do in the last five weeks of 2021.

Mysterious Ways: Bullish Sentiment Grows, With Positive Offsets — Over the past few weeks, there has been a sharp increase in bullishness, accompanied by an equally swift decrease in bearishness.  As Schwab likes to remind investors,  sentiment at extremes isn’t itself enough to suggest a contrarian move in stocks. Read more…

Vaporizing Hobgoblins Of Irrational Fear — The U.S. economy is recovering from the Covid recession and major market indices have continued to notch upward, yet many investors seem headed for a winter of discontent. They express fears that inflation will pummel their stock portfolios. For many, this concern is morphing into outright paranoia. Dave Sheaff Gilreath soothes investor fears with a dose of market analysis. Read more…

Consider These Year-End Tips To Lower Your Tax Bill Or Boost Your Refund — It’s easy to ignore finances during the holiday season. But with five weeks left in 2021, there’s still time for year-end moves to slash tax bills or boost refunds, experts say. Kate Dore, CFP, explains what you can do before 2022. Read more…

 

John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller

Disclosure – The articles mentioned in Mid Week with Day & Ennis are for information and educational purposes only. They represent a sample of the numerous articles that the firm reads each week to stay current on financial and economic topics. The articles are linked to websites separate from the Day & Ennis website. The opinions expressed in these articles are the opinions of the author and not Day & Ennis. This is not an offer to buy or sell any security. Day & Ennis is under no obligation to update any of the information in these articles. We cannot attest to the accuracy of the data in the articles.