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%
Picture two theoretical stock markets:
Market A goes up consistently indefinitely. There are no downticks, just consistent growth. This is a great market
We are over a week past the midterm elections, and most of the races have been decided. The Democrats will seemingly end up with 50 or 51 Senate seats, on the
For you early planners, here are the 2023 tax brackets and a few related items for the upcoming tax year. Please note this information does not affect anything
After a ton of daily movement pro and con, the S&P 500 is trading just above 3,700 today, 10/18/22., the same level it traded at in mid-June 2022. October is