“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
Stock Market Outlook 2021
“Today's headlines and history's judgment are rarely the same.” – Condoleezza Rice (Former US Secretary of State) "Life and investing are long ball games." - Sir John Templeton 2020 in Review - A Year Like No Other What a strange year of twists and turns. We aren’t just speaking as …  Read More
Monthly Stock Market Review – November 2020
“The one fact pertaining to all conditions is that they will change." – Charles Dow November turned out to be one heck of a year … errrr, MONTH!!! … for investors. If you take a look at the returns listed below those are not typos you see, but the real monthly returns for the equity …  Read More
What Is Your Risk Tolerance If the Market Turns Down?
Recently, the markets seem to just keep going up in value. As of late December, the S&P 500 is up over 25% in 2019 (1) as equity markets enjoy their best year since 2013 (2). But, don’t let this give you false optimism about the future. With every investment: you must be prepared for some kind …  Read More
How to Save Money and Invest For Traveling
An affordable vacation can be difficult enough to plan - there’s getting time off from work and school, figuring out the best way to get there, and of course how to fit it all into your budget. Maybe you’re looking to book the same beach house at the Jersey shore your family has been going to for …  Read More