27310 W. Oviatt Road, Suite 200, Bay Village, OH 44140
MARKET RECAPS
January 2024
December 2023 - Quarterly Recap - Stellar Year for Equities
November 2023
October 2023
September 2023 - Quarterly Recap - Equities Slump in September
August 2023
July 2023
June 2023 - Quarterly Recap
May 2023
April 2023
March 2023 - Quarterly Recap
February 2023
MARKET OUTLOOKS
2024 Annual Outlook - The Fed: From Foe to Friend
4th Quarter Outlook 2023 - Bears Peek from Dens as Economy Brightens
Mid-Year Outlook - 2023
2nd Quarter 2023 Outlook
SPECIAL COMMENTARIES
Remember the Positives During this Volatility
The End of File & Suspend for Married Couples
The Long Ascent of the S&P 500
How Might Inflation Affect Your Investments
Taking a Loan from Your Retirement Plan
What You Need to Know About Disability Insurance
Are Your Children Financially Literate?
The Case for Active Management
Organizing Your Tax Paperwork
Common Deductions Taxpayers Overlook
Using Alternatives to Diversify Portfolios
Market is Up, I am Not...Why?
Accumulating Wealth the Old Fashioned Way
Financial Documents to Keep