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Monthly Archives: March 2024

March 25, 2024

“Don’t look for the needle in the haystack. Just buy the haystack!” John Bogle   Well, the bulls continued their rampage this week, as we look to the end of what so far has been a good quarter, here are the numbers. The S&P 500 finished up for the week 1.54%, the Dow Jones Industrial […]

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March 18, 2024

“May you be in heaven a half hour before the devil knows your dead” Old Irish blessing Well, the luck of the Irish was missing last week as the markets continued a bit of a volatile week. Here are the numbers: The S&P 500 was up slightly .10%, The Dow Jones Industrial Average ended positive .12%, […]

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March 4, 2024

“Focus on value because most investors focus on outlooks and trends.” Sir John Templeton. With the name of the game to grow and preserve wealth in these unusual times, I will continue to preach value. Especially because most of my clients are retirees or pre-retirees. Here are the numbers last week. The S& P 500 […]

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February 26, 2024

“If life gives you limes, make margaritas.” Jimmy Buffett As I am out of town last week, I thought I would quote a different Buffett. Here are the numbers: The S&P 500 finished the week up 1.7% (5,088.88), the Dow Jones Industrial Average added 1.3% (39,131.53), the Nasdaq brought up the rear but still positive […]

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February 19, 2024

“These are the times that try men’s souls” Thomas Paine (the author of Common Sense (is there any these days?) Happy Presidents Day! What a week, Mayorkas impeached, Trump loses his New York predetermined bench trial, and his company is ordered to pay $355 million for a victimless crime, Fani Willis Georgia RICO case has […]

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