"Predicting rain doesn't count, building the ark does." - Warren Buffett“Have an opinion on what the market should do but don’t decide what the market will do.” - Bernard BaruchWe believe “a good year that ended on a sour note” is probably the best way to describe 2024. For equity investors, all the … Read More
Stock Market Commentary– December 2024
“Have an opinion on what the market should do but don’t decide what the market will do.” - Bernard Baruch In a Presidential election year, November has historically been positive for the stock market. November 2024 held the trend, with all the US indexes we follow posting positive returns. Small … Read More
Stock Market Commentary– November 2024
"How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case." — Robert G. Allen October is usually an interesting month for the markets, more so in a Presidential election year. This time around we found market action to be relatively subdued. The … Read More
FAFSA 2025-2026 Application – What You Need to Know
The rollout of the 2024-2025 FAFSA application brought unexpected challenges that many families and schools struggled to navigate. Due to administrative delays and the complexity of implementing the FAFSA Simplification Act, the form's release was pushed from its traditional October 1 launch to … Read More
Stock Market Commentary: October 2024
“History shows us, over and over, that bull markets can go well beyond rational valuation levels as long as the outlook for future earnings is positive.” – Peter Bernstein Normally a hard month for investors, September was positive almost across the board for all the indexes we follow. The lone … Read More
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