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February 2024 Market Recap

February 2024 Market Recap

In recent times, the stock market has been on a relentless climb, setting new highs and defying expectations. However, as...
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January 2024 Market Recap

January 2024 Market Recap

As the first month of the year ends, the broad markets closed the last trading day of the month up...
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2023 Market Recap and 2024 Predictions

2023 Market Recap and 2024 Predictions

2023 was a year of many challenges for investors. Aggressive interest rate hikes, fears of recession, regional banks collapsing, and...
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December 2023 – It’s the Most Wonderful Time for The Markets

December 2023 – It’s the Most Wonderful Time for The Markets

It’s the most wonderful time of the year…for the stock market? With all this potential recession talk that has lasted...
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November 2023 Markets Have Investors Still Spooked!

November 2023 Markets Have Investors Still Spooked!

Halloween might be over but the current stock market moves have some investors spooked. Last week, both the S&P 500...
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October 2023: The Markets Enter Spooky Season

October 2023: The Markets Enter Spooky Season

The stock market is kicking off the spooky season in fashion after choppy trading led to a 3.2% S&P 500...
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September 2023: Markets Trending Lower Into Fall

September 2023: Markets Trending Lower Into Fall

Markets finally received their anticipated cooldown during the month of August. We discussed the markets extended run in our August...
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August Stock Market Rally Continues To Run Hot

August Stock Market Rally Continues To Run Hot

Scorching temperatures are not the only areas that are heating up this summer. The stock market rally has continued to...
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July Markets Show Huge Reliance the Big Seven Companies

July Markets Show Huge Reliance the Big Seven Companies

As we enter those lazy, hazy days of summer, it’s hard to believe the first half of the year is...
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June 2023: Threat of Recession Still Looms

June 2023: Threat of Recession Still Looms

Is the worst over for the financial markets? As you recall, 2022 was a year marked by steep declines across...
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May 2023 Market Prediction: Buy, Sell or Stay

May 2023 Market Prediction: Buy, Sell or Stay

“Sell in May and go away” is an adage that you may hear each year around this time. It suggests...
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April Showers May Be Bringing Bull Markets to Investors

April Showers May Be Bringing Bull Markets to Investors

It seems that April showers may also be bringing bull markets to investors. After mixed messages in the early parts...
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March 2023 Market Prediction: Signals Flashing “Not So Fast”

March 2023 Market Prediction: Signals Flashing “Not So Fast”

If you remember last month’s blog, I asked the question “has the bear market officially been cancelled?” One month later,...
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Has the bear market officially been cancelled?

Has the bear market officially been cancelled?

Has the bear market officially been cancelled? Or are we amid another bear market rally not unlike what we experienced...
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Closing Out 2022 with Purpose and Gratitude

Closing Out 2022 with Purpose and Gratitude

As we approach another holiday season, it is always a wonderful time to reflect on all we are grateful for....
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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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