The S&P 500 is now essentially flat for the last 2-months…and honestly, this is a sign of a healthy market. Healthy markets ebb and flow and work their way up
Here is a post ONLY applying to working individuals who were will be age 50 or older by the end of 2024, who expect to earn more than $145,000 in 2024. If this
The Federal Reserve raised rates again last Wednesday. I have discussed this at length from various angles in previous posts, but please understand online
As I write this post, the S&P 500 index stands less than 5% from the all-time closing high of 4,802 achieved on January 2, 2022. However, government-reported
As many of you know, from time to time I do theatre performances in my spare time. I have a great role in this weekend’s “Terms of Endearment”- it is the role
It has been a while since I’ve done a post, and I apologize, but we have been very busy monitoring the markets and meeting with clients. Product options in
It has been a while since my last post, as we have been very busy repositioning monies and doing new business into some exciting new products. Increased
Here is an article that I think does a pretty good job of summarizing what went wrong with Silicon Valley Bank, and why it is unlikely to have widespread or
I had an absolutely amazing double cheeseburger recently in Fort Lauderdale airport at BurgerFi. I had never been to the quick-serve restaurant before, but it
This is a different type of blog post, one that has nothing to do with the markets, but one that I think some of my clients might find very useful.
I know
Three items today, one looking backward, one looking forward, and one piece of news related to a recently passed piece of legislation:
1) 2022 was a tale of
On July 20, 2022 I wrote in this blog, “I previously wrote about how the S&P 500 seemed to be holding the 4,070 area, and we remain around 100 points or 2.75%