by Spencer Neal | Oct 12, 2022 | Blog
2022 has not been a good year for stocks. As I write this, the four major indexes are all down for the year and down a lot. The S&P 500 is down -25%, the Dow -20%, Nasdaq -36% and MSCI All World Ex US is down -29% but even more shocking is the negative performance...
by James Denora | Sep 12, 2022 | Blog
Dear Ron Johnson: Recently you came out in favor of changes to the Social Security program that would change the payments that are automatically included in the federal budget to payments that would have to be approved by Congress each year as discretionary spending....
by Shar Gogerdchi | Aug 29, 2022 | Blog
With Summer days poolside, beachfront or boat cruising now fleeting, we prepare for the back-to-school rush. As we prepare for the Fall, new editions of textbooks and updates to academic curriculum are key to the back-to-school process, reflecting new data and...
by Spencer Neal | Jul 15, 2022 | Blog
The second quarter has ended and we are now halfway through 2022. The stock market has had its worst start since 1970. I was not even alive in 1970, however, I have been a financial advisor since 1999 and have seen a number of stock market ups and downs including...
by James Denora | Jun 17, 2022 | Blog
When it comes to investing, does one build a personal portfolio slowly, with quality investments that grow steadily over time? Or does one build it quickly with stocks that will grow rapidly as their new products change the world? This is the classic growth versus...
by Shar Gogerdchi | May 4, 2022 | Blog
Interest rate and bond market dynamics have been the focus of several of my posts over the years. I write to you this month to share some additional perspectives on what has happened recently that may lead to a “Stagflation” scenario for the economy. Stagflation,...
