Market Pulse – August 2022
The S&P 500 continued to move higher for the first [...]
Market Pulse – July 2022
The month of July was a turnaround of sorts, and [...]
June and Q2 2022 Market Pulse
As anticipated, volatility remained elevated during the quarter, and during [...]
May 2022 Market Pulse
After starting the month of May with increased selling pressure, [...]
Market Pulse – April 2022
After an encouraging first quarter rally which lifted the S&P [...]
Market Pulse – February 2022
After a brief rally at the end of January which [...]
Perspective on the Current Market Sell-Off
As we wrote earlier this month, that we anticipated volatility [...]
2022 Tax Reference Guide
Linked below is a handy, printable 2022 Tax Reference Guide. [...]
2021 Year End Summary and 2022 Outlook
2021 ended on a strong note, with the S&P 500 [...]
October/November 2021- Market Pulse and Portfolio Updates
As we enter the final month of 2021, we wanted [...]
Q3 2021 Market Pulse and Portfolio Updates
The third quarter started off strong but ended weak. Although, [...]
Market Pulse – June and July 2021
Over the course of the past two months, financial markets [...]
May 2020 Market Pulse
As expected, the broad market took a breather during the [...]
April 2021 – Market Pulse
It was another good month for the equity markets, with [...]
Market Pulse and Portfolio Updates – March and Q1 2021
Spring has arrived, at least according to the calendar! We [...]
Market Pulse and Portfolio Updates – February 2021
Two steps forward one step back…. February played out in [...]
Portfolio Updates – January 2021
The equity markets started off the new year strong, continuing [...]
A Simple Way to Stretch A Dollar
I put almost all my day-to-day purchases on a credit [...]
Portfolio Updates – December 2020
For the month of December, the equity markets continued their [...]
2021 Tax Reference Guide
Linked below is a handy, printable 2021 Tax Reference Guide. [...]