“The two most powerful warriors are patience and time.” - Leo Tolstoy After a solid start to the year the stock market hit the wall in the month of May. With the exception of the S&P500, all the major market indexes we follow posted negative returns for the month. The relative strength of the … Read More
Stock Market Commentary– May 2023
“Often a sign of expertise is noticing what doesn't happen.” - Malcolm Gladwell April was a mixed month for investors. US large cap stock indices posted up impressive gains while the small-cap and mid-cap indexes we follow fell. At the same time, the MSCI World and MSCI EAFE indexes were … Read More
Six Principles of Financial Health for Young Professionals
Considering that a quarter of Generation Z already plans to retire by age 55, reaching financial freedom is likely at top-of-mind for even the youngest members of the workforce. Every week we talk to clients who have similar financial goals. Some aim to quit the workforce and live off of passive … Read More
Monthly Stock Market Review – March 2023
"Success is not final, failure is not fatal; it is the courage to continue that counts." -- Winston Churchill After a hard month for investors in February the stock market indices we follow were mixed. The large cap US indexes and the overseas indices posted solid gains while small and mid-cap … Read More
Monthly Stock Market Review – February 2023
“A stumbling block to the pessimist is a stepping stone to the optimist.” - Elenore RooseveltAfter a fabulous January, the stock market indexes we follow pulled back last month. Overall, the losses were manageable and not unexpected, all things considered. The worst of the damage was in the Emerging … Read More
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