Q2 2024 Newsletter
Still on Top The US stock market experienced another strong quarter, though its underlying components varied considerably. For example, the tech-heavy NASDAQ rose [...]
Market Updates – May 2024
Markets Rebound in May Markets rallied in May, with all three major U.S. indices up for the month. The S&P 500 gained 4.96 percent, [...]
Market Updates – April 2024
Markets Pull Back All three major U.S. indices tumbled in April. The S&P 500 lost 4.08 percent, the Dow Jones Industrial Average fell 4.92 [...]
Market Updates – March 2024
Strong Start to the Year for Stocks It was a positive March for stocks, capping off a strong quarter to start the year. The [...]
Q1 2024 Newsletter
Back On Top The US stock market (as measured by the S&P500 index) has now fully recovered from the bear market of 2022 [...]
Market Updates – February 2024
Stocks Rally in February February was a good month for stocks, with all three major U.S. indices ending the month in positive territory. The [...]
What Can a Financial Advisor Do for You?
How can you get closer to achieving your financial goals? Depending on your income, assets, investments, and personal knowledge of finance, you may feel [...]
Market Updates – January 2024
Positive Start to the Year It was a solid start to the new year for markets, with all three major U.S. equity indices starting [...]
To Roll Over—or Not to Roll Over—Your 401(k)
As you advance in your career and hold jobs at various companies, you may discover at some point that you’ve left behind valuable cookie [...]
Market Updates – December 2023
Solid December Caps Strong Year for Markets Markets continued to rally in December, with the positive returns during the month contributing to a strong [...]
