Jonathan Koop

Confusion in the Oil Markets

How can the price of anything be negative?  If the price on an item is negative, that means the “seller” is willing to pay the “buyer” to take the item.  Sound crazy?  That is exactly what happened to... Read More

Markets Don’t Like Unknowns!

Have you taken a look at your investment portfolio?  If not – don’t!  Markets do not like unknowns - and because of the Coronavirus crisis, we are in the middle of a big unknown!  As a result, over th... Read More

Defining Your Investment Outcome: Is it Possible?

While the U.S. stock market has repeatedly made new all-time highs, it is essential to remember that stocks don’t go up in a straight line forever. Perhaps the relentless climb of stock prices has cau... Read More

Don’t Wash Out your Tax Benefit

Selling an investment to create a tax-loss is generally a year-end strategy for reducing your tax burden. However, you don’t need to wait until the end of the year.  But, you do need to understand the... Read More

Debt Ceiling or Debt Sunroof?

Surprise! A recent agreement was reached between Congress and the White House regarding the federal government’s budget and borrowing limits. In this period of hyper-polarization between the two ma...... Read More

Steer Your Finances into the Winner’s Circle

The Indy 500 is over for another year! Whether you celebrated with a backyard cookout or on the track’s third turn, thinking about your financial plan probably wasn’t top of mind.  However, the way...... Read More

Market Volatility – Fodder for Financial Fears

Fact: The value of the stock market goes up and down.  It’s called “market volatility”.  How concerned should you be with a thousand point change in the index? Since your reaction can impact your...... Read More

Give your Portfolio a Boost: Diversify During Cyclical Markets

Since 2008 we’ve experienced one of the longest and strongest bull markets ever. But increased volatility and large market swings have returned, spooking investors and spurring talk of an imminent...... Read More

Bond Yield Curve: Indicating Recession?

The bond market's yield curve is sending us warning signals of an impending recession. What exactly is the yield curve? Is it really an indicator of the health of our economy? Should you care what...... Read More

Rising Interest Rates: Impact on Investments

Rising interest rates have been in the news recently. Has the economic jargon overwhelmed you and left you anxious, or did you ignore the topic altogether? Neither strategy is in your best interest...... Read More