If 2025 proved anything, it’s that markets don’t move in straight lines, and they rarely behave the way pundits expect. This past year whipsawed investors around the world. U.S. equities ... Read MoreRead More
With the news cycle the way it is, there has been a lot of doom and gloom when it comes to the stock market so far in 2025. But one ... Read MoreRead More
As we passed the second quarter of 2024, our clients’ portfolios were reviewed for rebalancing. But what does rebalancing an account entail and why is that so important? Investopedia explains ... Read MoreRead More
It’s clear that 2022 was a significant negative year for US and world markets. The S&P 500, Dow Jones Industrial Average, and Russell 2000 had annual losses of 18.44%, 8.78%, ... Read MoreRead More
Do you suffer from FOMO? FOMO stands for Fear Of Missing Out. Just about everyone suffers from this in one way or another. Bitcoin and Dogecoin, among other cryptocurrencies have ... Read MoreRead More
At this point most everyone has heard of the craziness surrounding GameStop stock over the last few weeks. There are several things we can learn from the madness. First I ... Read MoreRead More
Looking back at the last few years, small stocks have been under performing by a big margin compared to large stocks. Is this just a short term fad or is ... Read MoreRead More
With the big drop in the stock market last month, this is the best time to rebalance your investment portfolio. Today we are going to discuss the topic of Rebalancing ... Read MoreRead More
Many investors and young potential investors are still scared out of their minds because of what happened to a lot of innocent investors in 2008. I have heard a few ... Read MoreRead More
You think you can pick winning stocks consistently, and I’m here to tell you that you can’t. But even if I cannot convince you that you can’t pick stocks, I ... Read MoreRead More
