Stock Market
10b5-1 Proposed Rule Changes: What You Need to Know
Numerous factors influence a company’s success or failure. However, none is as essential as leadership. That’s why a critical battle for organizations [...]
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1970s Inflation: Why Inflation Today is Nothing Like the 1970s
Inflation remains one of the very hottest topics today in the world of investing. It seems no review we are doing today is without some discussion of inflation and [...]
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Sunny, Summer Days
So much the the summer doldrums! 2022 continues to throw us twists-and-turns we haven’t seen in quite awhile. Interestingly, these types of swings in the [...]
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4/22 – MONTHLY COMMENTARY | Say Goodbye to the Good Ol’ Days
My, how the world has changed in two short years. Goodbye Good Ol’ Days Back when the COVID-19 Crisis was in full swing, the stock market had just witnessed [...]
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3/22 – Monthly Commentary | Hope in a Bleak Landscape
War Breaks Out As you can imagine, we are fielding a lot of questions lately about the state of the world and how the markets are reacting. Let’s cut to the [...]
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Markets and War
Conflict and finance have always had a close relationship. Apart from the effects of economic warfare and increased spending, there is a lot of uncertainty in the [...]
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2/22 – Monthly Commentary | Taming of the Bull
Welcome to the new world of 2022. It was just a month ago when we peered ahead into this year and speculated that Q1 would be a difficult one for the markets. [...]
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Adios 2021: The Year That Was
When you really step back and think about it, should we have expected anything different from 2021 than more unpredictability? Clearly, the answer is no. Although [...]
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The Market Doesn’t Always Bounce Back Quickly
When I started my career as a financial advisor back in the fall of 1999, little did I know that I was entering the business at the worst bear market since the [...]
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