News

Investors Were Seeing Trick or Treat in October

Investors Were Seeing Trick or Treat in October

It was all treats no tricks for investors in October. Markets finally saw a healthy advance after struggling to find...
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September Market Predictions: Will It Bounce?

September Market Predictions: Will It Bounce?

August certainly lived up to its reputation for being a volatile month for investors when Bears clearly regained control. After...
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Does Your Dental Practice Have an Exit Strategy?

Does Your Dental Practice Have an Exit Strategy?

Does your dental practice have an exit strategy?  Many do not. As a business consultant and financial advisor, I have...
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August Market Predictions: The Seesaw Continues

August Market Predictions: The Seesaw Continues

Will the summer rally that started in July continue to pick up steam or will August cool off for investors?...
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July Market Predictions – Prepare for the Dog Days of Summer

July Market Predictions – Prepare for the Dog Days of Summer

As we enter the dog days of summer, the stock the market continues to cool off substantially. This is due...
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June Market Predictions: Some Encouraging Signs

June Market Predictions: Some Encouraging Signs

May marked another month of wild swings in the stock market. By mid-month many investors were sitting on 10% losses...
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May the Fourth Be with You!

May the Fourth Be with You!

It’s May the Fourth Day and its yet time again for the Bank of the Empire (Federal Reserve) to meet...
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Will April Bring Bulls or Bears to the Stock Market?

Will April Bring Bulls or Bears to the Stock Market?

We all know that April showers bring May flowers. What investors are wondering is if April is going to bring...
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Historic Trends in Market Volatility and Global Instability

Historic Trends in Market Volatility and Global Instability

We have all been watching the tragic events in Ukraine unfold. Our hearts and prayers are certainly with all the...
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February 2022 – Expect The Wild Ride to Continue

February 2022 – Expect The Wild Ride to Continue

January’s stock market action felt a little too much like Mr. Toad’s Wild Ride. Investors endured head spinning volatility at...
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The Start of 2022 Signals Caution for Investors

The Start of 2022 Signals Caution for Investors

Happy New Year! I hope the first few days of 2022 finds you and your family well. 2021 brought many...
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Is a December Santa Rally in the Forecast?

Is a December Santa Rally in the Forecast?

Is Santa still preparing to make his stop on Wall Street this year? After very strong performance in October, returns...
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November Kicks Off The Strong Investing Season

November Kicks Off The Strong Investing Season

With the start of November, we have also officially moved into the “seasonally strong” half of the year, which lasts...
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October Markets Are Off To A Scary Start

October Markets Are Off To A Scary Start

So far in October, its been more tricks that treats for the stock market. It has been a slightly scary...
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What Does September Mean for Your Portfolio?

What Does September Mean for Your Portfolio?

As we prepare to say goodbye to summer and hello to fall, I thought I would take some time to...
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Retirement planning is a marathon, not a sprint

Retirement planning is a marathon, not a sprint

Retirement planning is a marathon, not a sprint. Most people’s retirement planning goes like this: set retirement date, call to...
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How Supply and Demand Affects Stock Prices

How Supply and Demand Affects Stock Prices

Let's look at how supply and demand affects the price that investors are willing to pay for stocks. As we...
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June Means Time to Consider Changes to Your Portfolio Strategy

June Means Time to Consider Changes to Your Portfolio Strategy

Happy first week of June! I always look forward to the welcome change that June brings as school finally lets...
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