Navigating Volatility in 2025

Navigating Volatility in 2025

You can watch the entire 5+ minute video by clicking the play button below or keep reading for the executive summary. As we move into March, market volatility has taken center stage, raising questions and concerns among investors. Recent fluctuations have been driven...
2024: ANOTHER STRONG YEAR – WHAT’S AHEAD?

2024: ANOTHER STRONG YEAR – WHAT’S AHEAD?

Congratulations! Your investment portfolio generated strong gains with relatively low volatility throughout most of 2024.  However, an unusually weak December puts a damper on things and raises concerns for the New Year. Naturally, after two solid years of market...
Unstoppa-Bull!

Unstoppa-Bull!

The stock market maintained its dynamic upward momentum this past quarter, and so did your portfolio. Stock prices continued to power higher, despite concerns over ongoing global conflicts, annoying election-year rhetoric, and uneven economic growth. This resilience...