Blogs

Input your email to stay up to date on our news!

This field is for validation purposes and should be left unchanged.
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…

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…

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…

2023–>2024: A Time to Reflect and to Look Forward

The economy and markets in 2023 made sure all our natural emotions were functioning well: fear, despair, greed, jubilation, and finally relief. At the beginning of the year investors were…
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%. …