“You can't predict. You can prepare.” - Howard Marks June was a mixed month for equity investors. Large cap indexes continued their upward assent as the small-cap and mid-cap indexes retreated for the second straight month. International equities – laggards for the past decade – have at least … Read More
How to Save $2 Million: A Goal for Families Earning $100,000+
Since 2020, the amount Americans think they need to retire has increased 50% – from $1 million to $1.5 million. That figure is expected to continue rising and soon surpass $2 million. For many families, even those earning more than $100,000 annually, the dream of saving $2 million may seem … Read More
Stock Market Commentary: June 2024
“You can't predict. You can prepare.” - Howard Marks While there has been a divergence in 2024 amongst the various equity indexes we follow, May was a positive month across the board. The S&P 500 has been the best performing year-to-date, with the mid-cap S&P 400 lagging and the … Read More
Stock Market Commentary: May 2024
“An investor who has all the answers doesn’t even understand the questions. Success is a process of continually seeking answers to new questions.” - John Templeton What a difference a month can make in the markets. After a rather robust March for investors, the stock market indexes we follow took … Read More
Stock Market Commentary– April 2024
"New highs are almost always good news; it's just the last one that is not." - Greg Morris “A bull market is a bull. It tries to throw off its riders.” - Richard Russell March was another great month for investors. Unlike 2023, when equity returns were dominated by a small number of the largest … Read More
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