Insights topic
Decisions, checklists, concentrated stock, and what money is actually for
Yesterday was Christmas, and it seems like it was yesterday already. We are fortunate to have seven of our ten grandkids living close to us. As a result, we had a full house with all-day activities with kids and adults t
Anton Bayer · December 27, 2023 · 4 min read
Now that Halloween is over, the winter holidays have officially started. Although Home Depot, Walmart, Target, Lowes, and every other box store thought the Christmas season started in August.
Anton Bayer · November 16, 2023 · 5 min read
The stock market is always moving as investors adjust their portfolios to their perspective of the economy and their stock holdings. The result is the actual value of stocks is rarely held as prices fluctuate above and b
Anton Bayer · November 1, 2023 · 5 min read
It seems the scammers are out in greater force than ever. More alarming is their increasing success in scamming honest people out of their hard-earned money. As a result, I wanted to share with you many True Stories of s
Anton Bayer · October 4, 2023 · 10 min read
It appears investors are increasing their caution in buying stocks since the major indices peaked for the year high on July 31. Today's decline of the S&P 500 puts the index just 0.1% above its 200 Day Moving Average (DM
Anton Bayer · September 27, 2023 · 4 min read
One year ago, on September 9, 2022, I was in a horrific private plane crash. No, I wasn’t the pilot, nor did I own the plane. The plane was totaled, and amazingly, my friend, the pilot, and I both survived with slight in
Anton Bayer · September 13, 2023 · 7 min read
Thinking about Christmas may be a bit early for you, but not for retailers. Executives of all businesses that depend on consumer spending are deep in preparation for this holiday season. These executives are evaluating t
Anton Bayer · August 2, 2023 · 6 min read
Last Tuesday, we returned from a 10-day pilgrimage in Israel. This has been a trip my wife and I have been wanting to take for decades. Hylan Slobodin and his wife Rita, have been coordinating tours in Israel every two y
Anton Bayer · June 6, 2023 · 7 min read
Since Jerome Powell, Federal Reserve Chairman, announced early 2022 the Federal Open Market Committee (FOMC) rate hike campaign to slow inflation, analysts have predicted a recession in 2023. Recessions do not suddenly s
Anton Bayer · May 10, 2023 · 4 min read
Throughout my life I have benefited from people with more experience and knowledge who have been generous to share what they have learned so my learning curve may be steeper with less setbacks due to mistakes.
Anton Bayer · April 27, 2023 · 7 min read
It was an extraordinary experience for the years we lived in Cupertino, AKA Silicon Valley. During the late 1990s, neighbors were becoming millionaires and some billionaires overnight when their companies had an Initial
Anton Bayer · March 15, 2023 · 9 min read
Below is a short exert from the Chapter “Strategies to Profit During Market Cycles” from my book, “Physicians Guide to Wealth” released last year:
Anton Bayer · January 18, 2023 · 4 min read
2022, or as I like to refer to it, “the year of three two's,” is finally coming to a close. Families across the world are getting together to celebrate the holidays, which means that the final scramble to finish shopping
Anton Bayer · December 21, 2022 · 7 min read
I thought I would take a break from the exciting world of finance to focus on Thanksgiving and the many blessings we have.
Anton Bayer · November 22, 2022 · 7 min read
Now that Halloween is over, the holidays are officially started. Although Home Depot, Walmart, Target, Lowes, and every other box store thought the Christmas season started in August.
Anton Bayer · November 2, 2022 · 6 min read
A few weeks ago I was rereading Joe Coulombe’s autobiography, Becoming Trader Joe: How I Did Business My Way and Still Beat the Big Guys, when I came across this quote:
Anton Bayer · October 26, 2022 · 6 min read
For general education only, not individualized tax or investment advice. Up Capital Management is a Registered Investment Adviser.