

Quarterly Market Review: Q2 2020
"Nifty-Fifty" and the "Giant 5" - What's in a Name? You may notice there is a disconnect between the world we’re living in – where COVID-19 is escalating and our nation is still struggling with economic shutdowns and significant unemployment – and the stock market, which is up 43% from its low in March, and only down 5% from all-time highs in February 2020. You are likely wondering – How? Why? Those are great questions. A grand majority of companies that make up the stock


Quarterly Market Review: Q2 2019
Why It Matters There is a Wall Street saying that says “sell in May and go away,” but that would have been a mistake this year....


Quarterly Market Review: Q2 2017
Inheritance Expectations: The 30% Generational Gap While I’m not a full subscriber to generalizations about generations, it can be...


Quarterly Market Review: Q2 2016
Can the Market Predict the Next President? Every four years, the intersection of power and money lead Wall Street to churn out...