Wednesday, May 3, 2023

“Sell in May and go away” is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries and stories in the financial press floods in about this popular, but overused...

Wednesday, April 12, 2023

In some ways this quarter’s earnings season will probably be déjà vu all over again—earnings declines and cautious guidance, reductions in estimates, but better than feared.

Wednesday, March 22, 2023

Bottom line, we believe tactical investors should be maintaining their multi-asset allocations at or near benchmark levels with an emphasis on diversification.

Tuesday, March 14, 2023

Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership.

Tuesday, February 28, 2023

While concerns about the debt ceiling have been increasing, markets, businesses, and the economy are likely to see only minimal impact until we are days, or maybe a few weeks, from the “x date”.

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Wednesday, January 25, 2023

The latest episode of the debate between stock market bulls and bears has gotten more interesting.

Wednesday, January 18, 2023

For IRA and 401(k) contributors, it’s important to take notice of some significant changes to the contribution limits for 2023. Many of the limits have increased, and it may have an impact on how much you decide to save.The...

Tuesday, January 10, 2023

As you may have seen, there’s big news from Congress on the retirement front. The passing of SECURE ACT 2.0, a giant piece of bipartisan retirement security legislation, could present significant opportunities for your retirement...

Thursday, January 5, 2023

This year, why not resolve to make your finances a priority? With proper planning and appropriate guidance, you can begin to build financial stability and prepare for the uncertainties of tomorrow.

Thursday, December 15, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...

Wednesday, December 7, 2022

In this week’s Weekly Market Commentary we share insights on publicly traded retailers, analyze their underperformance year to date, and look forward to 2023.