Does your portfolio hold today’s market leaders? Well, it should! Holding market leaders is a very effective strategy for building long-term wealth through the stock market. These companies typically have strong competitive advantages with the products/services...
Recently we have seen a rotation from the technology stocks that has led the market into other areas, such as smaller and medium-sized companies. For example, Mohawk Industries, a mundane flooring manufacturer, is up over 24% in the last month, while Nvidia, the...
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...
