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Market Commentary: Q4 2023
Quarter In Review
Markets shook off one of the worst October performances in years to finish with a...
Topic
Investments (2)
Market Commentary: November 2023
Big Picture
Thanks to positive economic data fueling expectations that the Federal Reserve has...
Understanding the Benefits of Direct Investing
Enabled by technological and pricing advancements, more and more investors are turning to Direct...
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Tune Out The Noise
Among the most valuable lessons I have learned as an investor has been to tune out the “noise”. I...
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No One Can Predict the Future Especially When It Comes to Investing
It’s not uncommon for us to get questions regarding specific investments. Much like any other...
The “What, Why & How” of Direct Indexing - Part I
Part I: What is Direct Indexing
You may have recently noticed well known financial firms touting...
Taxes Can Be a Drag
“In this world, nothing is certain except death and taxes.”Ben Franklin
When it comes to...
CPI…Up, Up, and Away
According to the Bureau of Labor Statistics, The US consumer price index (or CPI) rose 7.5% in...
January Markets - Stumbling Out Of The Blocks
One month is officially in the books for 2022, and just as a marathon is never decided by the...
10 Worst Financial & Economic Predictions of 2021
Forecasting short-term trends is notoriously difficult, yet every year Wall Street gurus,...