The stock market maintained its dynamic upward momentum this past quarter, and so did your portfolio. Stock prices continued to power higher, despite concerns over ongoing global...
Unstoppa-Bull!
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Looking Forward to the Second Half of 2024
For the third quarter in a row, stock prices moved into all-time high territory! But it was not all smooth sailing as the market started the quarter with a sharp decline, then...
Springing Forward to New All-Time Highs!
The new year is off to a fine start with stock prices continuing to rally and once again reaching new all-time highs. As we suggested in our winter newsletter, broadening...
Reaching New All-Time Highs!
In 2023, stock prices started in rally mode and then suffered through a sharp mid-year correction. But the last quarter of the year was an absolute barnburner, with the venerable...
The Pause That Refreshes
Since the market peak in late July, stocks suffered a sharp decline of roughly 8%. Recession worries, labor strikes, government shutdown talk, rising energy costs and higher...
Rolling Right Along
Bottom line: while stock prices may take a short-term breather, we expect your portfolio to keep rolling right along.This past quarter, stock prices continued to advance as...
“It’s Only When the Tide Goes Out…”
Despite alarming news stories, our leading economic and market indicators are now pointing towards improving conditions and upside opportunities.Although stocks experienced a...
2023 – A Transition Year
Investors faced a minefield of problems in 2022. The year began with the S&P 500 stock index at all-time highs. Then Russia invaded Ukraine. Oil, along with most consumer...
It’s All About Interest Rates
This year continues to be one of the worst years for stocks and bonds combined. After kicking off the quarter with a vigorous rally, stock prices reversed direction and finished...
Survivor
Survivor is the title of an ever-popular reality television series, where a group of contestants are stranded in a remote location with little more than the clothes on their...
Bumpy Quarter For Most Investors, But You Weathered the Storm Well
The first quarter of 2022 proved to be a real challenge for investors. A mid-quarter 13% stock market plunge was particularly rough. Bonds were no help at all, as interest...
A Golden Way to Protect Yourself from Inflation
Wow, in 2021 inflation surged to its highest rate in 40 years! This might not be a huge shock if you shop for groceries or fill up at the pump, but should you be concerned? While...