As we begin the final quarter of 2021, the economy is shifting from a recovery phase to a sustained expansion. Investor sentiment has shifted alongside this, swinging from bullishness to bearishness. Continue reading
The S&P 500 advanced 0.8% this week, overcoming a tough Monday session, as investors bought the dip and breathed a sigh of relief that a debt-ceiling agreement was reached in the Senate. Continue reading
Capitol Hill is producing more drama than Hollywood. We’ve got bold statements, ultimatums, cliff-hangers, and confusing sequels. Continue reading
Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Continue reading
Please find below our quarterly market review and commentary for the 3rd quarter of 2021. We hope you find it helpful. Please let us know if you have any questions. Continue reading
Selling momentum returned to the stock market this week amid a host of concerns, including rising rates and valuations, which saw all major indices fall. Continue reading
You may be wondering whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation usually is not bad news for stocks. Continue reading
Investors are often conflicted about record-high stock prices. They are pleased to see their existing equity holdings gain in value but apprehensive that higher prices somehow foreshadow a dramatic downturn in the future. Continue reading
September is National Insurance Month. Ok, so it’s no National Pizza Day or National Margarita Day, but it is something I’m interested in! A healthy review of policies is always good, and we are happy to discuss mitigating risks with insurance. Continue reading
Stocks suck in September. Ok, maybe not 100% of the time, but generally speaking September is the worst month for stocks. And this one is unusually bad so far. Continue reading