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2025: A Powerful Reminder That Diversification Still Matters

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 fell sharply before staging a strong rally. The U.S. dollar declined unexpectedly. Debt levels climbed. Global trade relationships were strained. And yet, despite the uncertainty,…
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This Group of Stocks is Crushing 2025 So Far

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2022 Investment Market Recap
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%, and 20.44% respectively. We haven’t seen steeper declines since the recession of 2008. Tech stocks were some of the hardest hit. The Nasdaq, which measures…
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Cryptocurrency: Are you missing out?

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 become household words and their popularity is exploding. So what is cryptocurrency, and is it something you should invest in? What is cryptocurrency? Cryptocurrency is…
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Short Selling, Stock Picking, and GameStop
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 will try to explain as simply as possible, what actually happened. Retail stock market traders banded together in the Reddit forum “WallStreetBets” and decided to…
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Large Stocks vs Small Stocks: Does the Last 3 Years Change Things?
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How to Pick the Best Stocks
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3 Tips for Millennial’s Looking to Invest
When it comes to Millennial’s and their money, most would rather sit on a boat load of cash. They have a sinking feeling that investing in the stock market is like boarding the Titanic. According to a recent Bankrate.com study cited by a recent The Street article, 1. younger people prefer bank accounts over stock…
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The Advantage of Rebalancing
Today we are going to discuss the topic of Rebalancing your portfolio and why it is so important. I will explain to you how a continuously rebalanced portfolio is one that is constantly buying low and selling high. “Rebalancing -The process of realigning the weightings of one’s portfolio of assets. Rebalancing involves periodically buying or…
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Stock Market Recap after the First Quarter
