“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
Stock Market Commentary – March 2024
"Markets are never wrong, only opinions are." - Jesse Livermore February is historically a month that the stock market struggles. This has not been the case thus far in 2024 as the major US-based indexes we follow were all solidly positive for the month, as were the global indexes. Higher yields, … Read More
Navigating Finances by Generation: Tips for Gen Z, Millennials & Gen X
In our rapidly-evolving financial landscape, each generation faces its own unique set of challenges – and opportunities. Depending on whether you’re in the Early Accumulation or the Growth and Planning Phase, understanding your distinct needs and priorities based on how far you are along in your … Read More
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