Weekly Wrap-up

Bitcoin surged back above the $100,000 mark this week for the first time since February, reflecting a broader return of an appetite for risk in the markets. U.S. stocks also rallied today (5/8/2025), extending a rebound off April lows, as investors responded...

At some point, every economic cycle slows down. While no one can predict the exact timing of the next recession, understanding the warning signs—and how to respond—can help you protect your investments and stay calm during market downturns. Here are six common signs...

Why smart investors are playing defense right now. Even if you haven’t, WE have been watching the bond market lately.  And it’s felt more like a financial circus than a stable investing environment.  Historically when stocks fall, bonds rise.  As of 4/17, the S&P...

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 ...

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...

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...

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...

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...

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)...

WOW!  This has been a pretty historic start to a new Presidential term – to say the very least.    The start of Trump’s second term has been marked by a flurry of executive orders aimed at fundamentally reshaping the government and American life. The beginning of...