Category: Investing

Resistance Is Futile (to the Big Tech Rally)

June 17, 2024

Global stock markets hit the un-pause button and resumed a 2021-esque advance. Even the ailing U.S. bond...

Stocks Stumble After a Strong First Quarter

May 9, 2024

The spring months of April and May can bring fickle weather with sudden swings in temperature where we’re...

Stocks Continue Their Ascent

April 9, 2024

Stocks continued their march higher in the first quarter of 2024. Building on the rally that began in...

Let the Good Times Roll!

March 12, 2024

The month of February was filled with record-breaking performances as all three major indices topped...

Four Analogies to Simplify the Complex

March 6, 2024

Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, share some analogies to consider when managing...

Reaching New Heights

February 12, 2024

Equity markets had a rough start to the new year, reminding us of the adage “as January goes (especially...

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