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June 23, 2025

“Those that fail to learn from history are doomed to repeat it!” —Winston Churchill Summer is in full swing, and we are wrapping up another volatile yet resilient week in the markets. Here are the numbers from last week: S&P 500: Gained 0.78%, extending its rally despite late-week profit-taking. Dow Jones Industrial Average: Up 0.32%, […]

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June 16, 2025

“Investing is not about being right all the time; it’s about being right when it matters most.” Howard Marks Happy Father’s Day! Summer is in full swing, and we’re wrapping up a volatile but resilient week from June 8 to June 15, 2025. Here are the numbers from last week. The S&P 500 gained 0.62%, […]

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June 9, 2025

“The desire to perform all the time is usually a barrier to preforming over time” Robert Olstein Well, the first week of June is in the books and it was a good one. Here are the numbers. The S&P 500 finished the week up 1.76%, the Dow Jones Industrial Average gained 1.3%, the Nasdaq led […]

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June 2, 2025

“Ultimately, nothing should be more important to investors than the ability to sleep soundly at night.” Seth Klarman Summer is here and we closed a very good May. But first here are the numbers from last week. The S&P 500 gained 2.24%, the Dow jones Industrial average managed to gain 1.79%, The Nasdaq led up […]

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May 26, 2025

“It is foolish and wrong to mourn the men who died. Rather we should thank God that such men lived,” General George S. Patton. Happy Memorial Day As we start the official beginning of summer, lets remember what today really means, here are the numbers. The S & P 500 finished the week down 1.70%, […]

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May 19, 2025

“The stock market is a device for transferring money from the impatient to the patient.” (after the last 6 weeks I had to use this again) Warren Buffett I have always said that money is the great equalizer, your enemy or rival becomes your friend if the relationship is financially mutually beneficial. But first here […]

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May 12, 2025

“All that I am, or hope to be, I owe to my angel mother.” Abraham Lincoln   Happy Mother’s Day, here are the numbers from last week. The S&P 500 finished up slightly .08%, the Dow Jones Industrial Average added .18%, the Nasdaq gained .63%. Internationally, the FTSE 100 led up .68% and the MSCI-EAFE […]

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May 5, 2025

“Sell in May and go away” Old Wall Street adage Not so Fast! But first the numbers, the S&P 500 gained 2.85%, the Dow Jones Industrial Average matched it up 2.855 also, Nasdaq led the charge, up 3.37%. Internationally, the FTSE 100 had a good week, up 2.155 and the MSCI-EAFE gained 2.45%. The 2-Year […]

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April 28, 2025

“The market will always go up in the long run. And if it doesn’t, it means the world has basically collapsed and you’ll have far worse to worry about than your index fund.” John C. Bogle Former Vanguard CEO   Here we go again! After a wild ride the past few weeks as the world […]

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April 21, 2025

Happy Easter and Passover.   Here are the numbers from the holiday shortened last week, The S&P 500 lost 2.93%, the Dow Jones Industrial Average lost 3.46%, and the Nasdaq surrendered 4.87%. Internationally, the FTSE 100 had a good week, up 4.58% and the MSCI-EAFE gained 2.62%. The 2-year Treasury paid 3.75% and the 10 […]

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