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- August 2025: The One Big Beautiful Bill (OBBB) Act, July 2025
- Mid-Year 2025: What A 6 Months
- June 2025: Navigating Market Volatility Dos and Don’ts
- May 2025: Where We Stand Tariffs Can Be Terrifying
- April 2025: US Stock Market Q1 2025 A Roller Coaster Ride For Sure
- March 2025: Client Note
- February 2025: The Dow Was Up 4.7% in January 2025 Not A Bad Start To The Year
- January 2025: As We Turn The Page To A New Year
- December 2024: 2024 Looks Like Another Banner Year For The US Stock Market
- November 2024: Election Day Is Here – FINALLY!
- October 2024: Interest Rates Heading Down FED reduces Fed Funds Rate by 1/2 Point
- September 2024: FED To Reduce Interest Rates in September 2024
- August 2024: Enjoy The Ride…But Keep Your Seat Belt On
- July 2024: A Tale of Two Markets
- June 2024: Inflation Causing Market Volatility
- May 2024: Client Note
- April 2024: Client Note
- March 2024: Client Note
- February 2024: The Fundamentals
- 2023–>2024: A Time to Reflect and to Look Forward
- December 2023: A Year of Volatility and Surprises
- November 2023: Interest Rates May Have Peaked – Markets Respond Swiftly
- October 2023: Markets Declined 5-6% in September, US Stock Market Essentially Flat for 2023
- September 2023: Markets Moving Sideways
- August 2023: Inflation Eases – The Stock Market Responds
- July 2023: Debt Ceiling Crisis Averted… Now Back to Inflation and Interest Rates
- June 2023: Federal Debt Limit is Raised! Political Theater In Full View
- May 2023: Competing Forces Pulling and Pushing Markets