Well, the markets certainly finished off 2023 with a bang! Those year-end statements were a pleasant surprise for most investors. I think we all needed that, and if you paid much attention through 2023, you may have noticed that the majority of the total returns came...

All I can say is “what a difference a year makes!” I want to keep this post fairly light (it is the Holiday season after all), but there are some great take-aways from 2023 that are worth noting. Here are a few observations (on markets and the economy in general) and...

We are rapidly approaching my favorite Holiday of the year: Thanksgiving! And, as always it is a great time to consider all we have to be thankful for, even if that doesn’t include a good stock market over the last 2 years. As I like to say though, the market goes up...

I know. I feel the same way. This year just seems to have event after event that makes us feel awful. I’m pretty sure the Media does their best to keep it that way. Is it any wonder that consumer sentiment is low? I know we hear it from most of our clients, and...

I wanted to share a quick note since we put out a blog a couple of weeks ago suggesting that we still believe a recession is in the cards 6-12 months out. Investors (and Advisors) have become hyper-focused on the “R word” and when they are coming (or not). Frankly, I...