Summer Plans? Let’s Create Your Personal Financial Statement
Monthly Outlook: June 2024 School’s out for summer! Last week [...]
The Truth About Risk Tolerance
Monthly Outlook: May 2024 Markets were a little soft in [...]
Investing, Fast and Slow
Monthly Outlook: April 2024 The markets bottomed out last October, [...]
Let Your Winners Run
Monthly Outlook: March 2024 The rally off the October lows [...]
The Rally Continues – We’re Making Money
Monthly Outlook: February 2024 It’s been a terrific three months [...]
2024 Outlook: Bullish, Bearish, and Confident
Monthly Outlook: January 2024 As we embark on another year, [...]
Markets Surged in November. Trends Back Up.
Monthly Outlook: December 2023 The Santa Claus Rally came early [...]
What’s Up? Not Much.
Monthly Outlook: November 2023 Global stock markets had a decent [...]
Mid-October Update: Back to Protection Mode
Monthly Outlook UPDATE: October 19, 2023 We talk about “trends” [...]
Markets are Rolling Over and We’ve Been Selling
Monthly Outlook: October 2023 We know that stocks have been [...]
Everything is Awesome?
Monthly Outlook: September 2023 Nearly every market remains in an [...]
The Trend Is Our Friend
Monthly Outlook: August 2023 Markets continue to trend higher, and [...]