2nd Quarter 2022

We seemed to be treading water for most of the year…until this quarter came along. Last newsletter we talked about how earnings were booming, but the market was only going […]

The positive momentum that overtook the market following the election continued into 2017. For the first quarter, the S&P 500 posted a price change of 5.53%. January and February were […]

Over time, the stock market has posted returns in excess of most other asset classes but you have to endure uncertainty. Investors, naturally, want to get compensated for that bumpy […]

As I mentioned in the last Update, there were a lot of things that could rattle the markets; Congressional stumbles, Presidential faux pas, and North Korean antics. And we got […]

The market never sleeps and our next challenge is beginning to unfold right now. The 29.6% gain the S&P 500 posted in 2013 was great…but it is over. We are […]

A Sneak Peek Into 2022 Here are some of our thoughts on investor behaviors that should be avoided in Bull Markets. See Full Report: Q4 2021 Client Newsletter