In 2020, investors lost an estimated $47 billion to various investment scams, representing a sharp spike over the previous year. And it’s only...
Three Questions That Can Help You Avoid Investment Scams
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2024 Q1 Mid-Quarter Market Update – S&P 500 Hits 5,000
On Friday, February 9 the S&P 500 closed above 5,000 for the first time. I began my career in the investment business on August 1, 1993 when...
2023 Q4 Mid-Quarter Market Update – A World of Turmoil and Transformation
War in Israel/Gaza On October 7 Hamas invaded southern Israel, massacred 1,400 Israelis and others from around the world, and took 240 hostages. ...
2023 Q3 Mid-Quarter Market Update – Warren Buffett Turns 93
Happy birthday, Mr. Buffett! Warren Buffett, the legendary investor and Chairman and CEO of conglomerate Berkshire Hathaway, will turn 93 years old...
2023 Q2 Mid-Quarter Market Update – Climbing Towards an AI World
“It’s The Climb” -- Miley Cyrus Miley Cyrus was probably not considering the stock market in her hit song, but the old adage that markets ‘climb a...
UBS Buys Credit Suisse
Key points Continuing stress in the banking industry culminated Sunday in the acquisition of Credit Suisse by United Bank of Switzerland (UBS). The...
2023 Q1 Mid-Quarter Market Update – A Good Start to 2023: Can it Last?
Let’s Ask ChatGPT Has Goldilocks come to the rescue? The favorite fairy tale of investors is no doubt the story of Goldilocks who kept looking for...