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Author: ablassociatesinc

This author has written 120 articles

ABL Money Management 3rd Quarter 2023

  • Post author:ablassociatesinc
  • Post published:October 18, 2023
  • Post category:Uncategorized

After an incredible first 6-7 months of 2023, stocks were at a “historic tide” after surging 19% in the face of stubborn headwinds.  In fact, this is how we ended…

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ABL Money Management 2nd Qtr 2023

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

After a negative year for most stock and bond investors last year, there was a definitive bearish bias going into 2023.  Like the markets do so often, the consensus view…

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ABL Money Management 1st Quarter 2023

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

The first quarter continued the volatility of 2022 in both the stock and bond markets.  U.S. Treasury yields spiked to over 5% on both the 1 and 2 year for…

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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 2nd Quarter 2026July 10, 2026
  • ABL Money Management 1st Quarter 2026July 10, 2026
  • ABL Money Management 4th Quarter 2025July 10, 2026
  • ABL Money Management 3rd Quarter 2025October 28, 2025
  • ABL Money Management 2nd Quarter 2025July 8, 2025

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For more than 40 years, Alan B. Lancz & Associates, Inc. has been interviewed by national and global media for investing and finance insights. The Investment Advisory Firm 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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Alan B. Lancz & Associates, Inc. is an independent Registered Investment Advisory with the Securities and Exchange Commission. Registration does not imply a certain level of skill or ability. 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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