Broker Check

Newsletters

Special Commentaries

Volatility Persists, but Fundamentals Haven’t Faltered 4.26.2022

Understanding the Impact of War in Ukraine 3.4.2022

The CARES Act

Both Economy and Biden Administration Face Tougher Challenges Ahead 4.26.2021

Thoughts Around the Infrastructure Proposal 4.05.2021

Speculative Trading is Only One Reason Why Market Volatility is High 1.29.2021

Stocks Suffer Worst Day in Nearly Three Months  9.3.2020

GDP Plummets, But What Does the Future Hold? 7.30.2020

Predictions for the Rest of 2020 5.8.2020

With Nowhere to Store Oil, Prices Plunge 4.20.2020October 2021

Stock Markets Rebound, But Questions Linger 4.17.2020

Fed is on the Move Again 4.9.2020

We are in a Recession Already 4.6.2020

Setting Expectations for the 2nd Quarter 4.1.2020

Despite Strong Week, Caution is Still the Best Strategy 3.30.2020

Congress Comes to Preliminary Agreement on $2 Trillion Package 3.25.2020

Stimulus is Here and More is Coming 3.17.2020

Fed Meets Early, Cut Rates to Zero 3.16.2020

Stocks Trigger Circuit Breakers 3.12.2020


MARKET MONITOR RECAPS

October 2022

September 2022 - Quarterly Recap

August 2022

July 2022

June 2022 - Quarterly Recap

May 2022

April 2022

March 2022 - Quarterly Recap

February 2022

January 2022

December 2021 - Quarterly Recap

November 2021


  MARKET OUTLOOKS

4th Quarter 2022 Outlook

Mid-Year Outlook  2022

2nd Quarter 2022 Outlook

2022 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