Category: Investing

Week in Review: Stocks Lose Some Ground [Feb. 10-23]

The stock market lost some ground this week as there was a sense that the market was due for a period of consolidation on the back of rate-hike and valuation concerns.

Corporate Earnings Can Serve As A Guide

While major stock market indices have rallied this year, investors continue to receive mixed signals from the economy.

2023 Important Tax Numbers: A Handy Guide

In the ever-changing world of taxes, it’s always helpful to have a cheat sheet. And it is tax planning season, so we put together a simple guide to 2023 Important Tax Numbers.

Week in Review: Stocks continue rising [Feb. 3-23]

The week got started on a softer note as investors took some money off the table following a strong showing this month, but ultimately stocks continued rising.

Markets Can Turn on a Dime

Yes, markets can turn on a dime. What we’ve experienced thus far in 2023 has been a perfect example of this.

How Layoffs And Slower Spending Affect The Economy

Layoff announcements are ramping up as companies adjust to slowing sales and profitability.

Week in Review: January Rally Intact [Jan. 27-23]

The January rally did not slow down this week as investors digested a slate of market-moving earnings results and data releases.

How The Outlook For Bonds Differs In 2023

The bear market in bonds last year was a shock to markets and raised questions around the role of fixed income securities in portfolios.

Week in Review: Nasdaq reigns [Jan. 20-23]

The 2023 broad market rally hit an air pocket this week, but the Nasdaq still reigns supreme this year as tech names outperform.

Looking to the Past for Guidance

It was an up-and-down year for markets—in the end, one with more down than up. The world gave financial markets a lot to process.

4th Quarter 2022 Newsletter

We’ve enclosed our 4th Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.

Investing Basics: The Impact of Inflation

The Impact of Inflation These days you can hardly turn the news on without hearing about inflation. The concept can be confusing at times, but at its most basic, it comes down to the following: prices rise over time, causing your money to lose some purchasing power.

Week in Review: Decidedly Strong [Jan. 13-23]

I’m pleased to report the stock market has started 2023 on a decidedly strong note. This week looked a lot like last week with the main indices logging decent gains on the basis that the Fed won’t have to raise rates as much as feared, and that the U.S. economy may see a “soft landing” after all.

SECURE Act 2.0: What You Need to Know

In the final days of 2022, Congress passed a new set of retirement rules, known as SECURE Act 2.0, designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.

5 Key Insights To Guide Us In 2023

2022 was the most challenging year for investors since the Financial Crisis of 2008. Here are 5 Key Insights To Guide Us In 2023.