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Investment Outlook

Stock Market Sell Off 02/27/2020

Stock Market Sell Off 02/27/2020

During times of market volatility or a sell off, it is easy to forget the basic premise of the stock market... Buy Low and Sell High. Analyze your time horizon and risk tolerance and if your specific financial situation permits, consider cost averaging your portfolio...

Equity Options

Equity Options, what are they and how to use them to invest in the stock market?

How Much Do You Need To Retire?

The dollar value varies for everyone, but everyone knows they need to save so they can retire.

What is a Roth IRA?

A Roth IRA is an retirement investment account that uses after tax dollars for contributions. A Roth IRA is one of the best investment accounts you can have.

Financial Resources

Koyfin Stock Market Research

We utilize Koyfin.com for advanced research on stocks and overall market metrics. Koyfin is a brand new research tool geared towards sophisticated investors because it provides in-depth market metrics.

Seeking Alpha Crowd Sourced Investment Ideas

Seeking Alpha is a crowd sourcing investment idea website. Contributors publish their stock market research about individual stocks and they tend to provide a unique perspective that follows an investment thesis. You can occasionally see our Investment Advisors publish their ideas at Seekingalpha.com

Bloomberg News and Terminals

We occasionally use Bloomberg Terminals to conduct advanced market research. The Bloomberg Terminal is the most advanced research tool in the world, an annual subscription costs $24,000 per year. While this tool is out of reach for many, Bloomberg.com provides similar research and insights as conducted by their reporters and analysts.

Finviz

Finviz.com is a free tool that allows investors to research both technical and fundamental metrics. We use Finviz to do market wide screens on fundamental metrics such as price/free cash flow, EV/EBITDA and other valuation metrics. Finviz also provides great technical screening metrics, even indicating which chart patterns are occurring in a specific stock.

Stock Market Sell Off 02/27/2020

Stock Market Sell Off 02/27/2020

During times of market volatility or a sell off, it is easy to forget the basic premise of the stock market... Buy Low and Sell High. Analyze your time horizon and risk tolerance and if your specific financial situation permits, consider cost averaging your portfolio...

401k Loan Advantages and Disadvantages

401k Loan Advantages and Disadvantages

If you are making a large purchase and considering taking a distribution from your 401k, consider taking a loan against your 401k. The main advantage is you can take the loan with incurring a distribution which would incur taxes and a penalty for those under 59 1/2.

ETFs over Mutual Funds

ETFs over Mutual Funds

ETFs have become more popular as passive investing strategies have gained traction. We use certain ETFs to access specific components of the stock market such as the bond market and certain complex products. The liquidity and low cost to buy and sell make them a...

Stock Market Outlook 02/14/2020

Stock Market Outlook 02/14/2020

The coronavirus hasn't affected the stock market as previous virus outbreaks such as SARS. The Chinese markets fell around 10% in the last couple weeks of January and since has recovered in February. Global manufacturing and supply chains will slow in Q1 2020 and we...

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We look forward to speaking to you

ccanyonllc@gmail.com

(407) 864-2702

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