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August 19, 2024

“Rule #1: Don’t lose money. Rule #2: Don’t forget Rule #1.” Warren Buffett What a week! Here are the numbers. The S&P 500 rose 3.93%, the Dow Jones Industrial average joined the party up 3.31%, The Nasdaq rocketed back 5.07%, erasing all of August loses. Internationally, the FTSE 100 gained 1.75% and the MSCI-EAFE recovered […]

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July 29, 2024

“The stock market is filled with individuals who know the price of everything, but the value of nothing.”  Phillip Fisher As we closed a tumultuous week this advice seems appropriate. We began with the market up on Biden’s announcement followed by fears of what the inflation number would be and finished on a broad-based recovery. […]

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July 22, 2024

Don’t judge each day by the harvest you reap but by the seeds that you plant.” Robert Louis Stevenson   Folks, we are living through historic times, as I write these words, President Biden has succumbed to the intense pressure to withdraw, this past week we saw an assassination attempt on President Trump, an electric, […]

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July 15, 2024

“God Bless America”  In the everyday hustle and bustle of our lives a moment comes that forces us to take stock of what is really important.  This weekend, I hope and pray that this was one of those moments. We must all remember that words and actions have consequences that can affect so many lives. […]

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July 8, 2024

July 8, 2024 “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”  Robert Kiyosaki Happy post 4th of July, as the markets had a shortened week, mostly positive and new record highs were achieved. The S&P 500 booked […]

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July 1, 2024

Happy post-debate to you all, here are the numbers: The S&P 500 and the Dow Jones Industrial Average were basically flat slipping .01% and the Nasdaq gained slightly more, up .02%. Internationally, the FTSE 100 lost .089% and the MSCI-EAFE added .05%. the 2-year closed at a yield of 4.73% and the 10-year paid 4.35%. […]

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June 24, 2024

“When it comes to investing, we want our money to grow with the highest rates of return, and the lowest risk possible. While there are no shortcuts to getting rich, there are smart ways to go about it.” Phil Town   While as we close in on the end of the second quarter and the […]

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June 17, 2024

“A father is neither an anchor to hold us back nor a sail to take us there, but a guiding light whose love shows us the way.” Author Unknown (but he or she nailed it!) Happy belated Father’s Day to all the markets last week gave much to talk about. Here are the numbers. The […]

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June 10, 2024

“In many ways, the stock market is like the weather if you don’t like the current conditions all you have to do is wait awhile” Low Simpson Picking up on the weather theme, as many parts of the country recover from devastating tornadoes Memorial Day weekend, me included, the markets finish after a bit of […]

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June 3, 2024

“Let your winners run and cut your losers.” Peter Lynch Hoping all had a delightful Memorial Day Holiday. Needless to say, last week was historic but Wall Street basically ignored the theatrics and focused on some key numbers. Last week, the S&P 500 finished off 1.5% but closed a solid month of gains in May. […]

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