A banner year and a new year
The year 2021 was a banner year for investors. The broad-based S&P 500 Index, which is made up of 500 larger U.S. companies
Alphabet soup
A sharp acceleration in economic growth, increasing worries about inflation, a reluctant-to-act-against-inflation Fed, and a strong stock
New high is October—what drives the overall market?
Following a modest sell-off in September, stocks racked up a big gain in October, with the Dow Jones
September has historically been the worst month for stocks, according to St. Louis Federal Reserve data measuring monthly S&P 500 performance over the last 50
The ‘seemingly’ unstoppable bull market
Whether from clients or acquaintances, there has been no shortage of inquiries about the market’s astounding rise.
A Covid recession and recovery
The economy hit a peak in February 2020 and bottomed out in April of the same year, according to the National Bureau of
Stocks cruise at a high altitude
Investors that have taken a principled approach to investing and have adhered to a long-term investment plan reaped gains in
A rollercoaster year ends on a high note
In terms of finance, as in so many ways, 2020 was a year none of us will ever forget. The initial outbreak of Covid
9 Smart Planning Moves to Consider
- Review your income or portfolio strategy. Are you reaching a milestone in your life such as retirement or a change in
Intro
With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between. However, this current bear market
