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Blog

Each month, Founder Rich Lawrence, MBA, CFA, provides a detailed market recap and analysis through our blog. Drawing on years of experience and a disciplined investment approach, he breaks down complex market trends, economic data, and global events into clear, actionable insights. His commentary is designed to help you better understand what’s happening in the markets, why it matters, and how it may impact your financial plan.

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may 2024 calendar

May 2024: Client Note

Stocks gave up much of their March 2024 quarter gains in April.US stocks declined swiftly in April, after five months of positive returns. The culprit is quite simply “INFLATION”.Investors have…
financial growth arrows graph. investment and trading concept.

April 2024: Client Note

First Quarter 2024 – All US Stocks Markets Are Up!US stocks were up 5-10% during the quarter, depending upon the market index.As the table below clearly illustrates, the technology-stock heavy…
market,investment,economic,commentary,financial,blog

March 2024: Client Note

The US stock market came out of the gate in 2024 with the technology heavy S&P 500 Index “S&P” up 6.8% and the Dow Jones Industrial Average “DOW” up 3.5%.This…
market,investment,economic,commentary,financial,blog

February 2024: The Fundamentals

I have received a few calls recently inquiring about bonds’ features and yields.  This report outlines the basics of bond analysis including contractual obligations, returns and risks.  Feel free to…
startup 3267505

September 2023: Markets Moving Sideways

The chart below illustrates various stock market indices’ performance on a 2023 year-to-date basis. The broad market is up 4-5% this year while the S&P 500 Index is up 16%. …