October felt to us like a continuation of September as the stock market indexes we follow had a rough go of it, with all seven posting a negative return for the month. Most are now negative for the year as well. Bonds, as measured by the Bloomberg Aggregate index were also down (as yields continue …  Read More
Financial Literacy for Young Professionals
As young professionals start their careers, one area of concern shared by many is general financial literacy. A recent survey by Experian¹ revealed that nearly 4 in 5 millennials and members of Gen Z are striving in 2023 to be more financially literate, while nearly 70% are actively searching for a …  Read More
Stock Market Commentary– October 2023
“If it's obvious, it's obviously wrong.” - Joe Granville September was a month of suffering for most of the financial indexes we follow. For the equity indexes, both US and international indexes posted negative returns for the month, with the US small cap and emerging markets indexes turning …  Read More
Stock Market Commentary– September 2023
"Stay humble or the market will do it for you." - Todd Harrison After a number of solid months for the financial markets, August turned into a reality check for the most bullish market participants. Every index we follow here, with the exception of the US Dollar index, posted losses for the …  Read More
Stock Market Commentary – August
"All of life is the management of risk, not its elimination." - Walter Wriston We apologize if you have heard this story from us before, but July was another good month for investors. Stock market indices continued their quiet rise, both domestically and overseas, as all the major indices we …  Read More
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