The stock market only moves in one direction … or so it seems these days. May was another good month for equity investors with all the major indices we follow producing positive gains. Laggards were the S&P 500 and the mid-cap S&P600 indexes as the MSCI EAFE led the march higher. The …  Read More
How Can You Build a Career Legacy?
If work is where you discover your passion, you are not alone. Nearly a third of Americans say that their careers are what gives their lives meaning. Whether you’re a nurse, an entrepreneur, or a young executive, your work can provide you with a sense of mastery over a key domain of your life – and …  Read More
Monthly Stock Market Review – April 2021
The stock market continued to move higher during the month of April as all the indexes we follow moving higher for the month. Of note, the large cap indexes – S&P 500 and the Dow Industrials – outperformed the small cap index for the first time in a while. One month doesn’t make a trend, but it …  Read More
Monthly Stock Market Review – March 2021
March was a very nice month for stock market investors as both domestic and global developed markets performed exceptionally well. Emerging markets, in contrast, were mostly flat. We attribute this weakness to the strength of the US Dollar. Unlike equities, the bond and commodity indices we follow …  Read More
6 Mistakes Small Business Owners Make With Their Finances
As you grow your business, it’s imperative for you to have advocates in your corner who understand the pitfalls that are common to newer, rapidly-growing organizations. From risk exposure and tax planning to the construction of retirement plans, entrepreneurs often face challenges that are outside …  Read More
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