The fact that the price of a stock market average, like the S&P 500, is lower than it has been on average over the last 50 days is often a signal. A signal of what, you may ask? When a stock or ETF price closes lower than it has, on average, over the last 50...
As the first buds of spring emerge, it’s time to embark on the annual ritual of refreshing and revitalizing—not just our homes, but also our investment portfolios. Just as clutter accumulates in our living spaces over time, our investment strategies become cluttered...
A new year means new tax changes. While Congress didn’t pass any major tax reform last year, some tax provisions have been updated that could affect how much money you keep and how much goes to Uncle Sam. In this blog, we have included some of the most significant...
Every January, it’s customary to look back on the year that was. What were the highlights? What were the “lowlights”? What events will we remember? Most importantly, what did we learn? As you know, many noteworthy and historic events happened in 2023. Conflicts in...
Christmas is the most wonderful time of the year. It’s a time for visiting family and friends; a time for renewing old acquaintances. We share gifts with those we care about, reach out to those we might not know as well, and help all those in need. Yet, one of the...
Happy Thanksgiving! Recently, we came across a poem that reminded us of all there is to be grateful for. It’s about the little things in life and why they matter. In honor of Thanksgiving, we thought we’d share it with you. The author seems to be unknown, but we...
