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...
2024 Q1 Mid-Quarter Market Update – S&P 500 Hits 5,000
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Fourth Quarter 2023 Market Overview
2023 was a year that defied expectations. With inflation roaring and the Fed enacting the fastest rate hike cycle in 40 years, the general consensus...
2023 Q4 Quarter-End Market Update: The Great Puzzle
I think it is fair to say, as we end this interesting and challenging year and head into perhaps the strangest election year ever, that we are faced...
How Much Investment Risk Can (or Should) You Take On?
The word “risk” typically has a negative connotation. That’s unfortunate because some degree of risk is necessary to grow your wealth and live the...
Global Events and Capital Markets
Where to begin? It is difficult to make sense of all of the events unfolding around the world as we approach the end of a tumultuous year and look...
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. ...
Third Quarter 2023 Market Overview
2023 has seen robust returns in the first half of the year, with a significant pullback in the third quarter. In the second quarter letter, we...
Understanding Bonds vs. Cash. Why Bonds Now?
We are approaching the end of the third quarter, and it has been eventful and somewhat confusing for everyone. It would be easy to get lost in the...
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...
Second Quarter 2023 Market Overview
Despite lingering concerns around stubbornly high inflation, slowing global growth, and regional bank failures, equity markets continued their rally...