Successful investing
2022 was a difficult year for investors, and we recognize that detours on the road to your financial goals are not uncommon.
Legendary
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than
Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
Election-year shenanigans
Investors disregarded disappointing inflation numbers last month and talk of fewer rate reductions this year. Instead, they
Stocks waver in October
October has been associated with frightening incidents in the financial world. Perhaps this is because two significant stock market
Born in 1947, Quincy was an inquisitive child interested in all-things-electronic and technical. Like Sheldon Cooper of “Young Sheldon” television fame, his
Historically, August and September have provided disappointing returns for investors, according to monthly S&P 500 data from the St. Louis Federal Reserve. Sin
It’s never a straight line
Last year was a year most investors would like to forget. While the performance was underwhelming, let’s not forget some of the
Recession aversion
A quote we mention in last month’s summary is worth repeating:
“Usually, recessions sneak up on us. CEOs never talk about recessions,” said
Markets are doing their thing again, so let’s discuss.
Markets tumbled, heading into negative territory, and then bounced back. And then promptly fell again.1
Bank failures, rate talk, and economic anxieties
Is the banking crisis finally in the rearview mirror? During March, Silicon Valley Bank (SVB) unexpectedly
