Blog
May Market Recap: Crisis Averted?
The month of May was yet another interesting month in financial markets. We had an incredible earnings surprise from a microchip maker as well as a potential resolution to the debt ceiling debate. The former, which was discussed above,...
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April Market Recap
April Markets were quite tame relative to the volatility we had been experiencing in the past year. The CBOE S&P 500 3 Month Volatility Index has been trending down since its May 2022 highs when inflation seemed to be...
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March Market Recap
March was a volatile month that saw dramatic changes in the view of the economy. At the beginning of March, there were expectations that the Federal Reserve would continue to...
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Monthly Market Recap
Monthly Market Recap: The year kicked off with a bang. February, not as much as many major stock indexes pulled back. January saw hefty rebounds in many areas in the market that struggled in 2022. Meme stocks and growth companies with...
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Is it time to buy bonds?
2023 ended one of the WORST bond markets in a generation. (We aren’t just saying that as a hyperbole) ...
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New Tax Year, New Tax Rules
As we leave 2022, we are thankful that this year of volatility has hopefully come to an end. As we approach 2023, there are some new tax code changes that may provide opportunities for you in the year to come! See them...
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Tips for New Home Purchases
For many years now, we had lived in a relatively great time to purchase a new house. As of recently with the federal reserve increasing interest rates, the 30 year mortgage has spiked to multi decade highs! Now, more than ever, it is...
Read MoreMissing the Rebound
Missing the Rebound From January to October of 2022Think back to a year ago. No doubt it was a great feeling when you saw that light green plus sign next to your investments each month as you opened your monthly statement-....
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Are we in a recession?
Over the past few months, we seen significant market volatility. During the month of July, the S&P 500 experienced one of the best months of July on record. As of late, volatility has picked up once again in stocks, bonds, and commodities.
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Midterm Elections- Politics and investing
A quick look at how markets tend to perform during mid term elections.
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Developing a Budget
Building a Budget is easier than you think. Here are some tips to develop an effective budget.
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Mid Year Review: The Diversified Portfolio
Diversification can feel disappointing. A well-diversified portfolio is designed to help you achieve your long-term goals as well as limit your portfolio’s downs (and ups). But it doesn’t always feel good. You may get...
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Bonds in portfolio. A subtle hero, even now.
When it comes to sports cars, everyone always wants to talk about the engine. It's the most interesting part of every sports car, "How much Horsepower does it have?", "Is it a V6 or V8 engine?", "What is it's 0-60 time?"...
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