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Mid-Year 2025: What A 6 Months

The US stock markets started 2025 with a very strong 10% gain in January, only to correct (decline) by 12% from the start of the year and 16% from its…
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May 2025: Where We Stand Tariffs Can Be Terrifying

Trade tariff policy and inflation continue to drive market volatility. Capital markets have experienced some of the most volatility in recent memory due to the draconian tariff policies announced by…
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March 2025: Client Note

2025 started with a strong January after a 14% gain in 2024, only to give up most of 2025 gains by the beginning of March, as the table below displays. …
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January 2025: As We Turn The Page To A New Year

2024 was another stellar year for U.S. stock markets; the Dow Jones Industrial Average (DOW) posted a 13% gain, while the technology-heavy S&P 500 Index posted a whopping 23% gain.…
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November 2024: Election Day Is Here – FINALLY!

Believe it or not the US economy and stock markets have performed well over the past 20 years regardless of which political party controls the Executive Branch (President) of Government.…