THE STOCK MARKET If past performance is indicative of future results, and we are supposed to say it isn’t, seasonal factors will push the stock markets a little higher during the 4th quarter. Investors might not…
Thought Leadership
Call it recency bias, but I think it would shock some people to hear that the S&P 500 is down roughly 2 percent for the third quarter. The first month of the quarter seemed to just…
As we get ready to start the final 3 months of 2023, the equity markets have been able to digest some pretty good news this year. The feared economic recession that seemed almost inevitable just 9…
I am not an overly superstitious person. Black cats don’t faze me. Broken mirrors aren’t an issue. Horoscopes are a complete waste of time, as are fortune cookies. Walking under a ladder doesn’t give me pause,…
I am of an age where any reminisces I might have come across as waxing nostalgic to young people. Yes, I remember when I could buy a Sprite in an insulated bottle at barbershop for 15¢.…
Last night, my wife asked me what I thought about the impending government shutdown. Would it ruin the economy? Is the government really out of money? You know Molly (a friend) has already been furloughed up…
This week, the monetary policy making arm of the Federal Reserve, the Federal Open Market Committee (FOMC), left the target overnight lending rate between member banks unchanged. The upper bound remains at 5.50%, and the lower…
October is recognized as Financial Planning Month, which provides a great opportunity to get your finances in order before the busy holiday season. When it comes to creating your financial roadmap, there are four cornerstones…
On Friday, June 30th 2023, something big happened. Not only did it mark the end of the first half of 2023, but it was also a very good day in the stock market. The S&P 500…
When it comes to creating your financial roadmap, there are four cornerstones that you should keep in mind. The Four Cornerstones are as follows: Cash Management Savings/Investments Risk Management Estate Planning Last week we looked at…