facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck



November 2022 Newsletter Thumbnail

November 2022 Newsletter

“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” – Ben Graham, author of “The Intelligent Investor” While the trend this year has clearly been negative, markets continue to trade in a wide range over the last several months, essentially moving in step with the daily economic headlines…or, as it may be, comments from the Federal Reserve.

Read More
September 2022 Newsletter Thumbnail

September 2022 Newsletter

This summer has proved to be a dizzying time for investors as the markets have witnessed truly rollercoaster-type moves throughout June, July and August. Not surprisingly (…as we have been covering it for the better half of 2022), the issue of most concern for investors still revolves around one major topic: inflation. Of course, it is not just rising prices that have markets worried, but what actions the Fed will take to reduce it and how severe those efforts may be on interest rates, consumer demand and, ultimately, corporate earnings.

Read More
June 2022 Newsletter Thumbnail

June 2022 Newsletter

As we near the finish to the first half of 2022, the market’s sustained volatility has become widely publicized. Experiencing daily moves--both up and down--of 2%, 3% and even 4% has not been unusual over these last few months. Stocks have entered their latest bear market and bonds have had their worst start to a year since the 1980’s. This increased unpredictability in the market’s direction underscores the issues facing the market and highlights how fluid circumstances can be on a day-to-day basis.

Read More
May 2022 Newsletter Thumbnail

May 2022 Newsletter

The markets never make it easy. The first quarter was marked by a number of headwinds that investors are still wrestling with today as volatility continues. High-growth stocks have generally been hurt the most, but overall, stocks suffered their worst quarter in two years….and it has been the worst start for the markets since 1939!

Read More