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We may hate to talk (or even think) about it, but we all understand the importance of proper estate planning. And if you’ve spent a lifetime accumulating assets to pass down to those you love, the next best thing you can do is to make sure you’ve taken the right steps to avoid leaving your heirs with a headache on top of their inheritance. This month, let’s explore the steps you can take right now to help make sure your wishes are honored and that your family doesn’t spend months or even years duking it out in court.

Remote work has disrupted the employment landscape and appears to be here to stay; it’s also reshaped real estate as more and more workers are now untethered from the office. This month, let’s dive into how to take advantage of better affordability by relocating, moving for your lifestyle and not your employer, and what states will actually pay you to relocate.

The introduction features a few international trade issues, including disputes about international court systems within NAFTA and CETA, and a potential sunset clause in NAFTA. I’d go on to itemize which steel companies might benefit or be harmed by the latest round of steel tariffs, but I frankly believe that last week’s newest steel tariffs are simply a temporary negotiating ploy pertaining to NAFTA. Therefore, I thought it might be more useful to discuss what’s currently happening with NAFTA negotiations.

Being oversold doesn’t automatically make stocks a bargain, but if you’re bargain hunting, oversold stocks are a good place to start.

Monthly dividend stocks are a good way for income seekers to get paid every month. Here are three of the best, according to Sure Dividend.

The story remains mostly the same in the market as it has for the past few weeks: The intermediate-term trend for nearly all major indexes and the vast majority of individual stocks is pointed down. That said, there also are a decent number of stocks holding up fairly well—and with earnings season starting in a major way this week, the potential is there for some leadership to develop if we see some strong upside gaps following reports. We’re all for it happening, but overall it’s best to remain cautious as the market attempts to turn the corner. Once again, we’ll leave our Market Monitor at a level 5.

This week’s list has a wide array of good-looking names, though for our Top Pick we’re going with a liquid leader that, while not in the first inning of its run, acts like it wants to go higher.

With weeks of churning action and complacent sentiment, the market was flirting with trouble for a while, and now it’s hit the intermediate-term tripwire. Thus, we mostly advise defense here—after a big run-up and the aforementioned churning, the odds favor more short-term downside testing and/or pain ahead. That said, the odds also favor a resumption of the longer-term uptrend down the road, so it’s best not to get too holed up in your bunker, either. Tonight, we’ll leave our Market Monitor at a level 6, and the main message is to hold a good chunk of cash, honor stops and be very selective on the buy side.

This week’s list is another broad mix of stocks, with something for everyone in terms of stories, sectors and setups. Our Top Pick is a reliable grower in the infrastructure area that’s pulling back toward support. Given the market, keep new buys on the small side.

Current Market Outlook


After establishing three bottoms in three months—with each bottom higher than the last—the broad market blasted higher last week, pushing our Market Monitor back into the green zone. But we’re not recommending indexes, we’re recommending stocks, and these stocks are not bouncing off bottoms, they’re breaking out to new highs! Furthermore, a lot of these market leaders are new names that are not familiar to investors—which means there is far more potential buying power than selling power in the stocks.

There are many great growth stories in the bunch, with many possibilities of huge long-term gains in revolutionary businesses, and our Top Pick is one of them; it’s Coupa Software (COUP), a small but fast-growing company whose spending-management software addresses a huge potential market.

Stock Name	Price	Buy Range	Loss Limit
AAXN (AAXN)	87.11	51-55	45-48
Coupa Software (COUP)	262.20	51-54	46.5-48.5
Green Dot (GDOT)	85.11	70-72	63-65
Guess (GES)	0.00	23-24.5	20.5-21.5
Petrobras (PBR)	14.78	15-16	13.8-14.8
Pure Storage (PSTG)	25.64	22-23.5	19.5-20
Teladoc, Inc. (TDOC)	127.95	44-49	39-41
Tenet Healthcare (THC)	0.00	30.5-32	28-29.5
Trade Desk (TTD)	468.02	71-76	65-68
Twilio (TWLO)	183.39	50.5-55	46.5-47.5

Current Market Outlook


After a punishing month, last week’s three-day bounce qualifies as a decent first step for the market and many individual stocks and sectors—most now have some breathing room above last week’s low points, and ideally, we’ll begin to see more potential leaders strut their stuff in the weeks ahead as the situation stabilizes. But a good first step is the best description we can give the bounce at this point given that the intermediate-term trends of just about everything (indexes, sectors, stocks) remain pointed down, and the odds favor plenty of volatility (at the very least) going forward. It’s not 2008 out there, but trends are negative, so until the bulls truly retake control, defense is the name of the game. We’re leaving our Market Monitor at a level 3.

The good news is that this week’s list has many recent earnings winners that could do well once a new uptrend gets underway. Our Top Pick is Exact Sciences (EXAS), a name we’re high on and that remains perched near its highs after another excellent quarterly report.

Stock Name	Price	Buy Range	Loss Limit
Bilibili (BILI)	28.71	13.3-14.5	11-12
Cooper Tire (CTB)	31.50	30.5-32.5	27.5-29
Deckers Outdoor Corp. (DECK)	141.68	126-131	114-117
Exact Sciences (EXAS)	116.91	70-74	63-65.6
HealthEquity, Inc. (HQY)	70.70	90-94	81-83.5
Keurig Dr Pepper (KDP)	25.35	25-26	22.5-23.5
Omnicell (OMCL)	81.03	66-69	61.5-62.5
Starbucks (SBUX)	64.49	62-64	56-57.5
Under Armour, Inc. (UAA)	26.82	22-23.5	20-20.9
VeriSign (VRSN)	190.71	157-162	145-149

Tom Hutchinson, Chief Analyst of Cabot Dividend Investor, Cabot Income Advisor and Cabot Retirement Club discusses investing for retirement.

Achieving your financial dreams has more to do with how you save and invest than where you start. These tips can help you embrace a “millionaire mindset” and reach your goals.

In this month’s issue of Cabot Early Opportunities we serve up a diverse group of stocks with exposure to vastly different areas of the economy.

There’s some software and biotech, and plenty of IPOs, but also a few ways to play rising strength in cyclical stocks.

Enjoy!

This week, financial markets bring us earnings reports from Adobe and FedEx (and possibly Carnival), and a speech by Fed Chairwoman Janet Yellen.

The bull market remains intact, so I continue to recommend that you be heavily invested in stocks that help achieve your investing goals.

Today’s featured stock is a speculative suggestion—a small company with great potential to grow as the market for electric vehicle charging booms.



As for the current portfolio, most of our stocks look good, and many are hitting new highs, so I’m downgrading three to hold because they are ripe for correction.



Lastly, a reminder that because of the Labor Day holiday, next week’s issue will be published on Tuesday, September 7.



Details inside.

There are only 13 trading days left in the calendar year. This means we are entering what is basically a reality distortion field … in which the closer we get to year’s end, the more that calendar-driven technical motivations, rather than valuations and fundamentals, drive share prices. These motivations create artificial selling pressure that can drive already-weak shares down even further.

Stocks finally took on some water last week, though the damage was minimal. Under the surface, there are a few more cracks, with the number of stocks hitting 52-week lows on the rise. Still, there’s no cause for concern yet. Just in case there is a more extended pullback in the offing, however, today we add a “boring” insurance play, but one that pays a high dividend and whose share price has been on steady uptick for the last couple months. It’s a recommendation from Tom Hutchinson to his Cabot Dividend Investor readers.

Details inside.

It is a late-summer/early-fall rite of passage on Wall Street: After Labor Day, the institutional investors and hedge fund types return from their summer vacation homes in the Hamptons and immediately start selling. They sell out of their weakest positions that have been neglected and left to rot during the summer months, in the hopes of beefing up their quarterly returns before October brings a new quarter. The result is that September is, far and away, the worst month for stocks, with an average decline of -1.17% in the S&P 500 dating all the way back to 1928. The next-worst month is February, with a mere -0.14% decline.

That’s the bad news as we enter September. Here’s the good news.

Loading your portfolio with high-flying growth stocks and steady dividend payers can help you generate market-beating returns, but there are also unique, company-specific events that can quickly turn stocks into big winners. This month, we’ll be taking a closer look at stock spin-offs, special dividends, IPOs, mergers, buyouts and more “special situations” that can give you an investing edge.

There are a lot of things the stock market can handle.

In 2024 alone, stocks advanced more than 20% despite two major overseas wars raging, high interest rates, stubborn inflation, escalating unemployment, a toss-up presidential election in which one of the candidates changed midsummer, tepid consumer confidence, etc. That’s because, aside from Kamala Harris replacing Joe Biden as the Democratic candidate less than four months before the election, most of these potential headwinds were known. What Wall Street fears most is the unknown. And that’s why DeepSeek rattled markets on Monday.