Jonathan Koop

Summer Sizzle: $4 Per Gallon Gas!

Despite persistently low inflation numbers, prices on many things have been rising. Many experts think oil and gasoline may be next to experience a significant jump in price. What is causing this incr... Read More

Inflation and the Great Fed Money Pump

Despite a global pandemic and widespread government-imposed lockdowns, the S&P 500 in 2020 finished 18.4% higher than where it began, a staggering return considering it was down more than 30% at its l... Read More

Got Cash…Want Interest!

It’s a dilemma!  You have cash, need to hold it for emergencies or for a future purpose, but you are earning almost nothing from the bank. Why are interest rates so low? You want to keep the money saf... Read More

Confusion in the Oil Markets

How can the price of anything be negative?  If the price on an item is negative, that means the “seller” is willing to pay the “buyer” to take the item.  Sound crazy?  That is exactly what happened to... Read More

Markets Don’t Like Unknowns!

Have you taken a look at your investment portfolio?  If not – don’t!  Markets do not like unknowns - and because of the Coronavirus crisis, we are in the middle of a big unknown!  As a result, over th... Read More

Defining Your Investment Outcome: Is it Possible?

While the U.S. stock market has repeatedly made new all-time highs, it is essential to remember that stocks don’t go up in a straight line forever. Perhaps the relentless climb of stock prices has cau... Read More

Don’t Wash Out your Tax Benefit

Selling an investment to create a tax-loss is generally a year-end strategy for reducing your tax burden. However, you don’t need to wait until the end of the year.  But, you do need to understand the... Read More

Debt Ceiling or Debt Sunroof?

Surprise! A recent agreement was reached between Congress and the White House regarding the federal government’s budget and borrowing limits. In this period of hyper-polarization between the two ma...... Read More

Steer Your Finances into the Winner’s Circle

The Indy 500 is over for another year! Whether you celebrated with a backyard cookout or on the track’s third turn, thinking about your financial plan probably wasn’t top of mind.  However, the way...... Read More

Market Volatility – Fodder for Financial Fears

Fact: The value of the stock market goes up and down.  It’s called “market volatility”.  How concerned should you be with a thousand point change in the index? Since your reaction can impact your...... Read More