As we embark on a new year, the financial landscape presents a complex tapestry of opportunities and challenges. It is our belief that 2024 is poised to be a pivotal one for the stock and bond markets, shaped by a confluence of economic, political, and technological factors. The global economy … 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
Monthly Stock Market Review – July 2022
“The two most powerful warriors are patience and time.” - Leo Tolstoy “You can't predict. You can prepare.” - Howard Marks July is historically one of the best months of the year for investors. July 2022 did not disappoint with the stock market indexes we follow producing solid gains for the … Read More
Pure Financial Risks That Can Derail Your Retirement
The longer you spend in retirement, the harder it becomes for you to be comfortable about whether your assets will last. Financial, personal, and public policy risks threaten your hard-earned gains. In planning for and living your retirement, it’s imperative for you to both recognize and understand … Read More