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May 6, 2024

“I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.”  Warren Buffett   Well, last week gave us quite a ride, anticipation for the Federal Reserve and the inflation numbers moved the market midweek and recovered nicely by Friday. Here are the […]

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April 29, 2024

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” Albert Einstein This week was the Good the Bad and the Ugly. But first the numbers: The S&P 500 snapped back +2.7%, the Dow Jones Industrial Average added .32%, the Nasdaq recovered +3.45%. Internationally the […]

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April 22, 2024

“Sell a stock only when you find a new stock that is 50% better bargain than the one you own.” Sir John Templeton Well, we finish last week with the S&P 500 posting its 3rd straight week of losses and along with the Nasdaq six days in a row in the red. Here are the […]

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April 15, 2024

“The only real mistake is the one which we learn nothing” Henry Ford  “Only thing for sure is Death and Taxes” Benjamin Franklin Happy Tax Day. So, what have we learned after a lousy week in the market? Markets giveth and markets taketh away, but the good news is it never lasts very long, and […]

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April 8, 2024

April 8, 2024 “Know what you own and know why you own it.”  Peter Lynch All good things come to an end. After a stellar first quarter the markets decided to take a breath. Here are the numbers. The S&P 500 lost 1.02%, Dow Jones Industrial Average retreated 2.27%, the Nasdaq trimmed 1.31%, internationally, the […]

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April 1, 2024

“To make money in stocks you must have the vision to see them, the courage to buy them, and the patience to hold them.” Thomas Phelps   What a week and what a quarter, not an April Fool’s joke! The Markets (S&P and Dow) set all-time records highs. Here are the numbers. The S&P 500 […]

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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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