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Author: ablassociatesinc

This author has written 107 articles
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ABL Money Management 4th Qtr 2022

  • Post author:ablassociatesinc
  • Post published:January 9, 2023
  • Post category:Uncategorized

After one of the worst years in history for bond and stock investors, we still expect a ceiling on stock valuations, and have gone from avoid to a neutral stance…

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ABL Money Management 3rd Qtr 2022

  • Post author:ablassociatesinc
  • Post published:October 7, 2022
  • Post category:Uncategorized

After the worst first half starts to a calendar year since 1970, stocks continued to plunge for the 3rd quarter.  The third quarter was initiated with plenty of buying only…

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ABL Money Management 2nd Qtr 2022

  • Post author:ablassociatesinc
  • Post published:August 7, 2022
  • Post category:Uncategorized

The first half of 2022 has been the worst for stocks since 1970.  Inflation has been the primary culprit in the poor performance in stocks, and even worse performance in…

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ABL Money Management 4th Quarter 2021

  • Post author:ablassociatesinc
  • Post published:January 7, 2022
  • Post category:Digital

The year 2021 transpired much as what we expected.  Most stocks did extremely well, with the S&P 500 surging 27% for the year, marking the third consecutive year of gains…

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ABL Money Management 3rd Quarter 2021

  • Post author:ablassociatesinc
  • Post published:October 12, 2021
  • Post category:Digital

We expected volatility in the 2nd half of 2021, and it took until early September before investors experienced the pressure on the downside.  This was similar to last year, when…

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ABL Money Management 2nd Quarter 2021

  • Post author:ablassociatesinc
  • Post published:July 9, 2021
  • Post category:Digital

We are heading into a period when it is critical to make sure you understand not only the amount of risk within your portfolios, but also that you are getting…

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ABL Money Management 1st Quarter 2021

  • Post author:ablassociatesinc
  • Post published:April 7, 2021
  • Post category:Digital

Bonds were the clear loser in the first quarter as nearly every investment class showed impressive gains, with the exception of fixed income. All parts of fixed income underperformed stocks,…

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ABL Money Management 4th Quarter 2020

  • Post author:ablassociatesinc
  • Post published:December 31, 2020
  • Post category:Digital

The more things change, the more they remain the same. Despite the pandemic, this can even be said for 2020, even though it was a year like no other. This…

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Study Calls Out The Costs of Target Funds

  • Post author:ablassociatesinc
  • Post published:December 8, 2020
  • Post category:Uncategorized

Re-Printed from Wall Street Journal: Are investors paying too much for target-date funds? The funds offer a diversified portfolio that as a goal like retirement or college approaches. They are…

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Shortest Bear Market in History

  • Post author:ablassociatesinc
  • Post published:August 21, 2020
  • Post category:Online Media

https://youtu.be/tuzddfh4x9k Lock in fixed rate mortgages now as we do not expect negative interest rates in the U.S - The Humble Approach - Legendary investor Sir John Templeton

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Alan B. Lancz & Associates, Inc. is a nationally recognized investment advisory firm that is a fiduciary looking at your best interest. We have earned a global reputation for our disciplined and transparent approach to our financial, retirement and wealth management strategies.
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© 2020 Alan B. Lancz & Associates, Inc.

Alan B. Lancz & Associates, Inc. is an independent nationally recognized Registered Investment Advisor with the Securities and Exchange Commission. Alternative Investments and other securities may be offered through Crescent Securities Group Inc. an Independent Registered Broker/Dealer (Member FINRA/SIPC). Alan B. Lancz & Associates, Inc. and Crescent Securities Group, Inc. are unaffiliated entities. This site and the content herein are subject to certain disclosures. Please see "Disclosure" and "Terms of Service".
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