Waiting for New Heights

Have you ever been worried to do something, so fearful that you lose sleep, that your stomach hurts? You know, like give a presentation or get on a rollercoaster. Then, you do the thing, and that thing you were so scared of really bad, wasn’t terrible at all? Well, we’re kind of in one of … Continued

How FDIC and SIPC Insurance works

New Beginnings for 2023

The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Given the market’s continued instability during 2022 and a resulting tough period for stock and bond prices, everyone is hoping for a fresh start. And history gives us cause for optimism following a difficult … Continued

Outlook 2023

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 and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the … Continued

Looking ahead and Mid-Term Elections

October delivered on its track record as a historically favorable month for stocks, offering some respite for investors as stocks rose for the month. The downside pressure on equities had gotten a bit overdone after investor pessimism during September reached lows not witnessed in quite a few years. From a contrarian perspective, extreme pessimism can … Continued

Could the Worst Be Behind Us?

Given the timing of the recent increase in market volatility, we feel now is a good time to take stock of all that has transpired in 2022. First, It has been a difficult year on many fronts.  Not only for investors but also for households and businesses as we all navigate higher prices and borrowing … Continued

The Best and Worst of Times

When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market, based on the surge in breadth that stocks enjoyed and the magnitude of the two-month … Continued

What’s in Store for the Rest of 2022?

Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to … Continued

Looking Forward

As the calendar has turned to July, investors would certainly like to forget the first six months of 2022. However, the Fourth of July Independence Day holiday does bring with it reason for celebration. Not only is it the 246th birthday of the United States of America, but July has historically been a pretty good … Continued

“Good News” about Bear Markets

Markets continue to be volatile, we don’t expect that to stop…the good news is we’ve had some “winning” days lately. Here’s more “good” news about bear markets, and how markets perform when we’re not headed toward recession.  Bear markets without recessions tend to last an average of about seven months, and we’re already five months into … Continued

Return to Top