Apr 10, 2025 | Weekly Wrap-Up
Why Implementing Your Investment Advice Matters Now We know that investing – actually making the trades/implementing the specific advice you receive – can be intimidating. You may feel uncertain about market conditions, unsure about timing, or confused on how to ...
Apr 3, 2025 | Weekly Wrap-Up
Some facts about today’s market On April 3 as of the close of the stock market, the Dow Jones Industrial Average Index was down (1679) points or almost (4%); the S&P 500 Index was down almost (275) points or (4.84%), while the tech heavy NASDAQ Index was down...
Mar 27, 2025 | Weekly Wrap-Up
Liberal media, conservative media, mainstream media—at the end of the day, all media outlets that operate for profit share one common goal: selling advertising. Their revenue depends on being able to tell advertisers, “We can get your ad in front of X million people...
Mar 20, 2025 | Weekly Wrap-Up
If you have worked with us in the past and we previously provided investment advice for you, we did a thorough analysis of your portfolio and recommended investments that were consistent with your risk tolerance, time horizon and goals. Unless you need to raise cash...
Mar 6, 2025 | Weekly Wrap-Up
What Banking Deregulation Could Mean for Your Money: 4 Key Changes to Watch Recent shifts at the Consumer Financial Protection Bureau (CFPB) indicate a major shift toward financial deregulation. While these changes may seem like bureaucratic maneuvers, they could...
Feb 28, 2025 | Weekly Wrap-Up
Market volatility remains front and center. U.S. equities tumbled over the past week, with the S&P 500 (VOO) falling 4.16%, bringing year-to-date (YTD) returns just below break-even at -0.16%. The decline was led by consumer cyclical stocks, including Tesla (TSLA)...
