Resources
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.
July 2, 2024
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…
June 3, 2024
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…
May 1, 2024
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.
April 1, 2024
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.
March 1, 2024
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.
February 1, 2024
January 17, 2024
