Blog

May 2023 Recap: May momentum continues. Will Big Tech’s rally finally broaden out to other sectors

“AI,” or Artificial Intelligence, has become the latest buzzword to take the stock market by storm. During the Month of May, the S&P 500 index continued to find its footing by ending at +0.5% for the month.

April 2023 Recap: Market Closes Higher, S&P 500 Up 9% In 2023

The trading concluded for April with the S&P500 index finishing up +1.46% for the month, in line with historical norms. And although markets did not gain as strongly as anticipated, it was able to stand strong as corporate earnings...

March 2023 Recap: Nearly fatal bank collapse

Despite barely avoiding a banking catastrophe, the first quarter of 2023 ended with the S&P 500 index up 7.03% (and up 3.51% for the month of March). Apart from the S&P’s impressive start to the year, the Nasdaq Composite (technology compan

Feb 2023 recap: The elephant is back in the room!

January was the rebirth of growth investments. February was the reminder that inflation still stands front and center.

Jan 2023 Recap: Year Starts off on a Positive Note

U.S. stocks ended January in upbeat fashion with the S&P 500 index progressing nearly +6.3%, fully erasing its -5.76% December decline and capped its strongest first-month start to a year since 2019!

2023: Less Crisis, More Opportunity

The S&P 500 ended 2022 with its largest loss (-18.1%) since the -37% freefall during the financial crisis of 2008. Everything went wrong last year as markets were stung by a series of cascading concerns over rising interest rates to curb re

Nov 2022 Recap: Back-to-Back Gains feels good!

Don’t look now but the S&P 500 index just posted its first back-to-back monthly gains since August 2021 with climbed another +5% in November and with a little bit of luck, December will be joining the comeback party.

Oct 2022 Recap: Are we at the bottom?

Finally, some good news to share! The S&P 500 index snapped its two-month losing streak and posted the best October gain since 2011 with the index finishing +8.1%. While we still have a long way to go before truly celebrating (still down -1

Sept 2022 Recap: Is the Carnage Over yet?

U.S. stocks delivered their worst monthly performance since the start of the pandemic sell-off in March 2020. The S&P 500 nosedived in September losing -9.3% for the month and -24.36% year to date as stock investors continued to be battered

Potential rate hike increase crushes April Markets

Markets finally get relief in March

Sell-off continues through February

The market starts the year on the wrong foot

Beginning of 2022 outlook

Space Race 2021

52 years ago this month, Buzz Aldrin and Neil Armstrong pulled off the unimaginable and landed on the moon, as the nation’s space race against the Soviet Union was over. America won bragging rights around the world. Today, the...

Using Guard Rails to define your Retirement

Using Guard Rails to define your Retirement. When we talk about financial plans, most people would prefer to do math on a cocktail napkin once a year than pay someone to create an official document. The reality of the situation,...

Planning your Legacy in 2021

Most of my clients that fall into the category of ‘high net worth individuals’ have been worried about the future as of late. With the new president and political powers has them contemplating about the legacy that they...

Take me to the Internet! (Of Things)

Take me to the Internet! (of things) As you probably know by now, wirelessly connected gadgets of all kinds are now collecting data, interpreting it, and making our lives a heck of a lot easier. From traffic alerts, online shopping...

Changing the Connected World with 5G

Depending on which family member you ask, the cell phone is their favorite accessory, activity and possession. The evolution of smart phones over the past decade, coupled with the rise in social media popularity has created a...

Disruptive Technology of the 21st Century

Over the course of time, society has benefited from innovation; today it is often referred to as disruptive technology! Throughout history, we have seen 4 major industrial revolutions, each influenced by a “disruptive...

Your insider's guide to watching the election

As we are only a few short days away from one of the biggest elections in our country’s history, I wanted to provide a few tidbits for you to impress your coffee buddies this weekend when you are at Starbucks this weekend or with...

June 2020 Recap in 60 Seconds

June 2020 – Month in Review It appears as though the stock market is very much alive and kicking as the S&P 500 just logged its best quarterly gain since 1998, climbing an impressive 19.9%. However, for the month of June,...

Feb 2020 review in 60 Seconds.

February 2020 in Review Volatility exploded in the last week of the month as worries over the Coronavirus gripped financial markets, powering a mammoth risk-off money flow. The S&P 500 fell -11.49% on the week, and the index now is...

Coronavirus and the Stock Market

Welcome to the new decade! There is a lot to be excited about with the New Year but at the very same time, there will be no shortage of drama that awaits your investment markets! The impeachment trial started to get warm but quickly...

What to know about the S.E.C.U.R.E. Act

December 20, 2019 marked the signing of the SECURE ACT (Setting Every Community for Retirement Enhancement). This bipartisan package of laws was designed to enhance access to and grow retirement savings options for American workers....

Saving More Money in 2020

As we turn the page to the New Year and a new you, it’s about time to stair yourself down in the mirror and verbally commit to these New Year Resolutions that you worked so hard to create at 11:45pm. While you can’t go...

9 Facts about Social Security

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the Web site, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...