July turned out to be a rather interesting month for investors as the Dow Industrials and S&P500 large cap stock indexes continued their move to new all-time high levels. This happened as the mid-cap index was relatively flat and small caps printed a negative return. To our surprise, the … Read More
Financial Market Outlook
Monthly Stock Market Review – June 2021
The first half of 2021 has been a good one for investors. On the back of a reopening global economy markets at home and across the globe have performed better than many expected. When one considers the performance of the equity markets in 2019 and 2020 the investment environment looks even brighter. … Read More
Stock Market Outlook 2021
“Today's headlines and history's judgment are rarely the same.” – Condoleezza Rice (Former US Secretary of State) "Life and investing are long ball games." - Sir John Templeton 2020 in Review - A Year Like No Other What a strange year of twists and turns. We aren’t just speaking as … Read More
Monthly Stock Market Review – November 2020
“The one fact pertaining to all conditions is that they will change." – Charles Dow November turned out to be one heck of a year … errrr, MONTH!!! … for investors. If you take a look at the returns listed below those are not typos you see, but the real monthly returns for the equity … Read More
Savings Alone Won’t Pay For College
The importance of a college education in today’s society is greater than ever. Unfortunately, as the importance rises, so do the costs. Our future generations are shackled by the strong demand for higher education that leaves them unduly burdened with massive debt.The enormity of the financial … Read More
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