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
Monthly Stock Market Review – January 2023
"You must learn that the market is a discounting mechanism and that stocks sell on future and not current fundamentals." – Stan WeinsteinAfter a terrible year for investors, January returns were robust across the board. All of the major stock market indexes we follow were up at least 7% (with the … Read More
Stock Market Outlook 2023
The average return for the US stock market since 1926 is 10%. The bond market has returned 5% per year over the same time. Those are great statistics, which are also kinda meaningless to us as investors. Can you name one person who’s been invested since 1926? Neither can we. During the past almost … Read More
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