by Bill Ulivieri | Jan 25, 2021 | Newsletter Blog, Uncategorized
Here is the second video for January 25th, 2021. Our take on the market and how things are looking. This video is intended for our current clients to keep them informed of current events and market trends. Please read our regulatory disclaimer. If you would like to...
by Bill Ulivieri | May 5, 2020 | Newsletter Blog, The Final Third
The objective of the “Check A Month” strategy is to create a diversified portfolio of dividend paying stocks in the S&P 500 and evaluating them using a technical scoring system. The monthly income check strategy involves buying a group of quarterly-dividend-paying...
by Bill Ulivieri | May 5, 2020 | Newsletter Blog, The Final Third
Friday, April 3, 2020; 1:21 pm CST Dear Friends, Family and Clients, If the United States wasn’t already in a recession before the recent all-time high of the S&P 500, you can just about a bet the ranch that we’re in recession now, with; economic...
by Bill Ulivieri | Apr 10, 2020 | Newsletter Blog, Standard, The Final Third
Monday, April 13, 2020; 2:20 pm CST Dear Friends, Family and Clients, Fluctuations Isn’t Loss What we need to bring to your attention, that is, to the person who is trying to avoid (temporary) losses in the market, is simply to know there are ultimately only...
by Bill Ulivieri | Mar 26, 2020 | Newsletter Blog, The Final Third
Thursday, March 26, 2020; 10:25 am CST Dear Friends, Family and Clients, Our main indicators were completely “washed out” from intense selling pressure over the last several weeks. We saw market declines that were historic in nature. Now, a week later...
by Bill Ulivieri | Mar 21, 2020 | Link, Newsletter Blog, The Final Third
Despite Friday’s huge 1,400 point swing in the Dow Jones Industrial Average from UP + 500 points to closing DOWN – 913 points; we witnessed a small 0.95% uptick in the total number of stocks showing positiveness. This means if we get a minuscule1.05%...
by Bill Ulivieri | Mar 18, 2020 | Newsletter Blog, Standard, The Final Third
March 18, 2020: 10:35 am CST Dear Friends, Family and Clients, Despite today’s -1,200 point decline,(as we speak) I have some good news! Demand for stocks is returning! Underneath the hysteria, the news media, the doom and gloom, I see demand entering the...
by Bill Ulivieri | Mar 16, 2020 | Newsletter Blog, Quote, The Final Third
Saturday, March 21, 2020; 11:25 am CST Dear Friends, Family and Clients, “Don’t look (at your 401K) Marion! Keep your eyes shut! Despite Friday’s huge 1,400 point swing in the Dow Jones Industrial Average from UP + 500 points to closing DOWN –...
by Bill Ulivieri | Mar 11, 2020 | Newsletter Blog, Quote, The Final Third
March 12, 2020: 11:22 am CST Dear Friends, Family and Clients, Let me get straight to the point. I almost can’t contain my enthusiasm for the buying opportunity I’m seeing in the market. I call bulls**t, on the global pandemic. Here’s why. First,...
by Bill Ulivieri | Feb 29, 2020 | Newsletter Blog, The Final Third
February 29, 2020 Dear Friends, Family and Clients, As many of you well know, there is a lot of fear in the news about the Corona virus, its effect on the stock market and the global economy. The virus is spreading outside of China, but total active cases are still...
by Bill Ulivieri | Jan 20, 2020 | The Final Third
Elder Law Insights with Attorney Matt Margolis. We’re thrilled to interview Elder Law attorney Matthew Margolis to discuss Medicare, Medicaid and ways to get your legal house in order! Learn about Medicaid eligibility in Illinois nursing homes and how to protect...