Apr 2, 2024 | Newsletters
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 participation within the stock market would be a welcome sign. Indeed, our wish came true this...
Jan 10, 2024 | Newsletters
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 Dow Jones Industrial Index powering to all-time highs! Better yet, with the long-term...
Jul 20, 2023 | Newsletters
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 concerns about a spreading banking crisis eased. However, the market gains in the first half...
Jun 16, 2023 | Market Commentary
You can watch the entire 70-minute event by clicking the play button below or keep reading for the executive summary. Since our founding in 1977, we have successfully helped our clients navigate through many bull and bear markets – this includes periods of inflation,...
Feb 10, 2023 | Investment Management
Investing in a high quality and low-risk portfolio while maximizing returns is always our top priority. With this in mind, we would like to share the details of a purchased money market fund that could help you earn more interest on your cash reserves: the Schwab U.S....
