News

We are nearing the end of a fantastic year for the stock market.  It is not unusual for our clients to be up 20% this year.  This is a good time to consider the following: Avoid taking unnecessary...

Election season brings noise that can feel overwhelming and anxiety-inducing, especially with concerns about its effect on the markets. However, many common fears about elections and investments are...

In March of 2022, the Fed began its mission to combat lofty levels of inflation by raising interest rates at an aggressive pace unseen in decades. In fact, between March of 2022 and July of 2023,...

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...

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...

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...

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...

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...

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,...

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...