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Our Monthly blog's goal is to introduce you to our way of thinking about the current market environment and the investment opportunities that are present. 


Wednesday, January 3, 2024

 “Learn from yesterday, live for today, hope for tomorrow.” —Albert Einstein Welcome to 2024!  Before we discuss the year to come, let’s review the year that was.  The markets in 2023 should be...


Saturday, December 2, 2023

“Just when I thought you couldn't get any dumber, you go and do something like this... and totally redeem yourself!” – Harry Dunne, Dumb & Dumber The stock market just capped off a historically strong month, thanks to...


Wednesday, November 1, 2023

With Halloween marking the end of October, Wall Street is now looking ahead to the last two months of the year, hoping to find more treats than tricks.  For the trailing quarter, the S&P 500 index has given back -8.25% since July 31st.  Loo


Monday, October 2, 2023

Equities have been under intense selling pressure for the past two months, enough to push the S&P 500 index down -3.6% for the 3rd quarter of 2023 (still up +11% YTD.) Weakness since the July 31st highs were primarily tied to Wall Street..


Friday, September 1, 2023

As we anticipated last month, August proved challenging for the markets, snapping the 5-month win streak for stocks. When it was all said and done, all three major indices posted losses for the month, including the S&P 500 index which fell


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Wednesday, August 30, 2023

The rally keeps rolling on! Equities ended July on a positive note, sending the S&P 500 up over 3.2% for the month and extending its year-to-date gain above 20%. Additionally, market breadth continues to expand as we saw all 11 S&P 500...


Monday, July 3, 2023

Don’t look now, but the S&P 500 index just finished the first half of 2023 up +16% for its best first half since 2019, despite most Wall St. analysts shouting “DANGER: RECESSION AHEAD” since last Halloween.


Friday, June 2, 2023

“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.


Thursday, May 4, 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...


Monday, April 3, 2023

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


Friday, March 3, 2023

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


Wednesday, February 1, 2023

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!


Monday, January 2, 2023

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


Thursday, December 1, 2022

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.


Wednesday, November 2, 2022

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


Saturday, October 1, 2022

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


Monday, May 2, 2022


Friday, April 1, 2022


Tuesday, March 1, 2022


Tuesday, February 1, 2022


Monday, January 3, 2022


Friday, July 30, 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...


Monday, June 21, 2021

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,...


Tuesday, May 11, 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...


Wednesday, April 28, 2021

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...


Thursday, April 8, 2021

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...


Tuesday, March 16, 2021

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...


Friday, October 30, 2020

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...


Thursday, July 9, 2020

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,...


Tuesday, March 3, 2020

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...


Monday, February 10, 2020

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...


Monday, January 27, 2020

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....


Friday, January 3, 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...


Friday, December 1, 2017

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