August 3, 2026
“The first rule of compounding is never interrupt it” Charlie Munger What a week. US equities finished a volatile week higher after sharp swings driven by big-tech earnings, the Federal Reserve’s rate decision, and ongoing Middle East tensions. European markets were more resilient and posted weekly gains, supported by corporate results. Here are the numbers. […]
Take a TourJuly 27, 2026
“Almost all good businesses engage in pain today for gain tomorrow activities.” Charlie Munger US equities finished lower amid a sharp late-week selloff driven by renewed doubts over the sustainability of massive AI capital spending and escalating Middle East tensions that pushed oil higher. Here are the numbers, the S&P 500 declined 1.03% on […]
Take a TourJuly 20, 2026
“Time in the market beats timing the market.” Common Wall Street adage Last week the market took a breath, here are the numbers. The S&P 500 lost 1.19%, the Dow Jones Industrial Average was off 1.01%, Nasdaq was the biggest loser, off 2.18%. Internationally, the FTSE 100 managed a gain of .97% and the […]
Take a TourJune 29, 2026
“Freedom is never more than one generation away from extinction. It is not passed on genetically; it requires constant effort to fight for, protect, and pass on to future generations.” Ronald Reagan Happy 4th of July! As we close the second quarter and celebrate the 250th birthday of our country I hope all are […]
Take a TourJune 22, 2026
Happy Father’s Day “By profession I am a soldier and take great pride in that fact, but I am also prouder, infinitely prouder, to be a father. A soldier destroys in order to build; the father only builds, never destroys.” General Douglas MacArthur What a week! Is peace coming to the Middle East? The markets […]
Take a TourJune 15, 2026
“All we are saying, is give peace a chance” John Lennon PEACE In the MIDDLE EAST? The S&P 500 was off slightly down.17%, the Dow Jones Industrial Average finished up .40, the Nasdaq surrendered .68%, Internationally, the news was better, the FTSE 100 gained .99% and the MSCI-EAFE added .95%. The 2-Year Treasury paid […]
Take a TourJune 8, 2026
“Time is your friend; impulse is your enemy” John Bogle What goes up must come down, as the old saying goes, last week was no exception. Here are the numbers, The S&P 500 lost 2.6%, the Dow Jones Industrial Average surrendered a slight .30%, and the Nasdaq was hit hard off 4.7%. Internationally, […]
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June 1, 2026
“Everyone has the brainpower to make money in stocks. Not everyone has the stomach.” Peter Lynch As we begin June, markets continue their upward trend. Here are the key numbers: The S&P 500 gained 0.91%, the Dow Jones Industrial Average added 0.68%, and the Nasdaq rose 1.44%. Internationally, the FTSE 100 fell 0.16%, while the […]
Take a TourMay 26, 2026
Happy Memorial Day! Our nation owes a debt to its fallen heroes that we can never fully repay, but we can honor their sacrifice.” Albert Einstein As we take a pause to remember those who made our life in the United States possible, we have much to remember and celebrate. Here are the numbers […]
Take a TourMay 18th, 2026
“A gem cannot be polished without friction, nor a man without trials” Confucius After a successful an apparent summit in China, the results need to be seen in the markets. Here are the numbers, despite new highs, basically a volatile week ending with the selloff last Friday. The S&P 500 gained .18%, the Dow Jones […]
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