"Before you attempt to beat the odds, be sure you could survive the odds beating you." - Larry KerstenAfter a blockbuster year of gains for stock market investors, January did not follow through with gains at home or overseas. All of the equity market indexes we follow posted negative numbers for … Read More
Stock Market Outlook 2022 – Participate & Protect
“We are choked with news and starved of history.” - Will Durant "Learn how to see. Realize that everything connects to everything else." – Leonardo da Vinci "Life and investing are long ball games." - Sir John Templeton Every year now for more than a decade Magellan Financial has been … Read More
Year End Tax Planning Tips for Small Business Owners
The end of the calendar year is a busy time for most entrepreneurs and small business owners. By now, you’re probably already wrapping up your strategic plans for 2022 — but it’s not too late to think about ways you could also boost your 2021 profits if deferring taxes until 2022 makes sense. Here, … Read More
Monthly Stock Market Review – November 2021
"I would like to see more volatility in the markets. Small shocks remind us that a bigger shock might occur and we protect ourselves to some extent. - Myron ScholesNovember is historically a positive month for the stock market. Unfortunately for investors, this month is the exception to the rule. … Read More
Monthly Stock Market Review – October 2021
“You can't predict. You can prepare.” - Howard Marks The US stock market rebounded from a poor September performance to reach record levels for the S&P 500, Dow Industrials and the S&P400 Mid-Cap Index. Global equities were also higher, just not with the force we saw here in the US. … Read More
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