Holiday Weekend Overreaction Creates An Investment Opportunity
by C. Kelly Buckley, MBA, CFP® | November 29, 2021 | SFA | 0 Comments
Worldwide markets reacted very negatively last Friday to a leading medical scientist announcement, in South Africa, that another variant of COVID-19 had been identified. Following that announcement, a panicked overreaction occurred in international markets and, as...
WHITE HOUSE SAYS NO COVID LOCKDOWNS AS EUROPEAN NATIONS IMPLEMENT RESTRICTIONS
by C. Kelly Buckley, MBA, CFP® | November 23, 2021 | SFA | 0 Comments
We believe that one of the reasons that our firm’s holdings have rallied strongly over the past month is due to the growing market awareness that further US economic shutdowns are not feasible and are, in fact, highly unlikely to be re-imposed. Yesterday, the White...
ONE OF SFA’S LARGEST INVESTMENT POSITIONS HAD A HUGE ANNOUNCEMENT THIS MORNING!
by C. Kelly Buckley, MBA, CFP® | November 9, 2021 | SFA | 0 Comments
GE Shares jump up 12% in premarket trading with the announcement that GE will split into three companies by early 2024. "We’ll pursue a tax-free spin-off of GE Healthcare, creating a pure-play company at the center of precision health. We’ll combine GE Renewable...
IMPORTANT FACTORS TO CONSIDER AND HOW THEY AFFECT YOUR INVESTMENTS
by C. Kelly Buckley, MBA, CFP® | November 5, 2021 | SFA | 0 Comments
Tuesday’s state elections made clear that the failed political policies that reduce national employment, eliminate our nation's energy independence, and discourage investment, innovation, and business growth are now becoming increasingly more apparent to American...
OCTOBER JOBS REPORT: RESULTS WERE BETTER THAN EXPECTED!
by C. Kelly Buckley, MBA, CFP® | November 5, 2021 | SFA | 0 Comments
The just-released October jobs report reflects a workforce that is returning to work, from extended unemployment benefits, at a much faster than expected pace! October jobs were expected to increase by 450,000 - but came in with a 531,000 increase. The unemployment...
FEDERAL RESERVE TAPERING BOND PURCHASES LATER THIS MONTH
by C. Kelly Buckley, MBA, CFP® | November 4, 2021 | SFA | 0 Comments
Yesterday afternoon the Federal Open Market Committee (FOMC) concluded their monthly meeting with an announcement that the federal reserve will begin tapering its long-running bond purchases this month. For an extended period of time, the Fed has been purchasing $120...
QUALCOMM REPORTS A GREAT FOURTH QUARTER AND A PROMISING FUTURE
by C. Kelly Buckley, MBA, CFP® | November 4, 2021 | SFA | 0 Comments
At this moment, Qualcomm, our company’s number 3 largest holding, is up 12.37% in price as of 10:18 AM. Qualcomm’s shares are trading higher after the company recorded better fourth-quarter shares and sales results while issuing excellent first-quarter guidance....
MARRIOTT INTERNATIONAL BEATS SHARE ESTIMATES FOR THE FOURTH CONSECUTIVE QUARTER!
by C. Kelly Buckley, MBA, CFP® | November 4, 2021 | SFA | 0 Comments
Yesterday Marriott International, our firm’s sixth-largest holding, released their third-quarter earnings and revenues. Marriott beat consensus estimates of 97 cents per share by 2 cents. This compares to earnings of only 6 cents per share one year ago. Over the past...
LOCKHEED OPPORTUNITY BEGINS TO BEAR FRUIT!
by C. Kelly Buckley, MBA, CFP® | October 27, 2021 | SFA | 0 Comments
As the attached article reflects, our additional investment in Lockheed Martin yesterday is very likely to reward long term investors. Note the attached article below: bit.ly/3nBd0Nk #invest #economy #financialplanning #finance #stockmarket #lockheed #taxes #credit...
OPPORTUNITIES EXIST IN THE MOST UNLIKELY PLACES…
by C. Kelly Buckley, MBA, CFP® | October 26, 2021 | SFA | 0 Comments
This morning Lockheed Martin announced their third-quarter earnings and revenues. The company far exceeded analysts estimates of their earnings but fell short on revenues by $1.1 billion or approximately 7%. In response the stock has declined approximately 11% as of...
POLITICAL DIRECTIVES AND RETIREMENT SAVINGS OF AMERICAN WORKERS
by C. Kelly Buckley, MBA, CFP® | October 22, 2021 | SFA | 0 Comments
An important labor rule last fall reinforced that the Employee Retirement Income Security Act (ERISA) requires retirement plan fiduciaries to act “solely in the interest” of participants. Furthermore, it prevented pension plan and asset managers from considering...
WORRIED ABOUT INFLATION??
by C. Kelly Buckley, MBA, CFP® | October 22, 2021 | SFA | 0 Comments
Recent inflation increases are likely caused by excessive fiscal stimulus (government deficit spending) and monetary stimulus (Federal Reserve easy money policies), pent-up consumer demand, and supply issues arising from the government's literal shutdown of our...
BANK OF AMERICA AND CITIGROUP REPORT OUTSTANDING THIRD-QUARTER EARNINGS!
by C. Kelly Buckley, MBA, CFP® | October 14, 2021 | SFA | 0 Comments
As we expected, third-quarter earnings reports for the largest section of your portfolio, were well above expectations and should cause very positive movement. Bank of America shares, which gained 42% this year through Wednesday, advanced 2.9% to $44.38 at 8:09...
DELTA POSTS ITS FIRST ADJUSTED PROFIT SINCE THE COVID-19 PANDEMIC
by C. Kelly Buckley, MBA, CFP® | October 14, 2021 | SFA | 0 Comments
DELTA POSTS ITS FIRST ADJUSTED PROFIT SINCE THE COVID-19 PANDEMIC As third quarter earnings roll in, we are excited to report that Delta’s adjusted profits were DOUBLE what was expected. "Generating a profit for the quarter even with a majority of our corporate...
WHY IS REAL ESTATE CURRENTLY A DANGEROUS GAMBLE?
by C. Kelly Buckley, MBA, CFP® | September 27, 2021 | SFA | 0 Comments
On August 26, 2021, we stated in a social media post that during Kelly's 34 years practice as a Certified Financial Planner®, he "was always of the mindset that young people starting out in life should immediately, or as soon as financially possible, acquire an...
SPECTRUM FINANCIAL ALLIANCE, LTD., LLC, BELIEVES THAT OUR CLIENT’S PORTFOLIOS ARE POISED FOR SIGNIFICANT UPSIDE GROWTH!
by C. Kelly Buckley, MBA, CFP® | September 24, 2021 | SFA | 0 Comments
Here’s why: We believe the already U.S. Senate passed infrastructure bill is likely to pass the House soon, and the burdensome reconciliation package ($3.5-5.5 trillion) pushed by House progressives will, in our opinion, very likely NOT pass. These outcomes should...
DO YOU SEIZE OPPORTUNITIES, OR DO YOU FEAR MAKING MISTAKES?
by C. Kelly Buckley, MBA, CFP® | September 23, 2021 | SFA | 0 Comments
On Monday, September 21, in a social media post we stated that, due to a series of impending economic events, SFA clients could expect significant volatility this week. We also stated that SFA portfolio(s) were poised for VERY significant growth - both intermediate...
YESTERDAY’S FEDERAL RESERVE ACTIONS ARE VERY LIKELY TO CREATE EXPLOITABLE INVESTMENT OPPORTUNITIES FOR SFA CLIENTS, AND POTENTIAL PROBLEMS FOR MANY INVESTORS.
by C. Kelly Buckley, MBA, CFP® | September 23, 2021 | SFA | 0 Comments
The Federal Reserve signaled, at the conclusion of its two-day meeting yesterday, that Fed bond purchases could soon start to taper due to continued inflationary pressures. We anticipated this action and said so in several of our social media communications. This will...
PARENTS AND GRANDPARENTS – DO YOU WANT TO CHANGE YOUR CHILD’S OR GRANDCHILD’S FINANCIAL FUTURE… FOREVER?
by C. Kelly Buckley, MBA, CFP® | September 22, 2021 | SFA | 0 Comments
Roth IRAs make excellent savings vehicles for your children and/or grandchildren! Your child or grandchild, regardless of age, can contribute to a Roth IRA, as long as they have earned income from an outside employer, or from your own business. If you have a business,...
Congrats, Rick Gregory!
by C. Kelly Buckley, MBA, CFP® | September 22, 2021 | SFA | 0 Comments
Congratulations to Spectrum Financial Alliance’s (SFA), Ltd., LLC, Director of Industrial Outreach, Rick Gregory, for coming in FIRST PLACE at THE BIG BLUE CANCER BLAST (a competitive clay target shooting competition)!! The Big Blue Cancer Blast is a great day for a...