June Market Recap & News from the Firm
Recently, we were delighted to learn that our firm had been selected for the USA Today’s annual list of Top 500 Registered Investment Advisory (RIA) firms in the country.
May Market Recap & Stock Settlements
The process of buying or selling goods varies depending on the product. A coffee grinder from Amazon might be delivered in two days…
April Market Recap & Managing Expectations
According to the American Hotel & Lodging Association, Hampton Inn was the first chain to introduce free breakfast to their guests. Initially, it pleasantly surprised their customers…
March Market Recap & Prediction vs. Preparedness
Over the past few years, the stock market has struggled at times. It declined for most of 2022, rallied for the first half of 2023, and then fell again in Q3 2023.
February Market Recap & The Hottest Stock In The World
Over the past 75 years of stock market history, there are dozens of stories of companies that started small but grew into dominant forces that changed the world.
January Market Recap & All-Time Highs
On January 19th, the S&P 500 closed at 4,839.81 – a new all-time high. This made headlines because it was the first record high in over two years.
December Market Recap & Fourth Quarter Rallies
In December, financial markets continued higher. For the calendar year, all four investment categories produced gains.
November Market Recap & Weighing Pros and Cons
In November, financial markets surged higher. International stocks increased the most, followed by US large and small cap stocks.
October Market Recap & Current Events Impact on Investments
In October, financial markets continued lower. US small cap stocks declined the most, followed by international stocks.
