
Q1 2023 Market Review
Quarterly Market Review April 2023 First Quarter Market Review April 2023
Quarterly Market Review April 2023 First Quarter Market Review April 2023
Putting it in Perspective Last year, my family was preparing for a trip that involved auto travel. The night before, the forecast called for poor weather conditions so, of course,
Tax – The Four-Letter Word There seems to be a visceral reaction tied to the word “tax”. Nearly every political campaign is waged using the “T” word. Candidates and incumbents
Market Review for Q4 and 2022 Click here for PDF of Market Review for Q4 and 2022
Quarterly Market Review October 2022 Third Quarter Market Review October 2022
On The Mark: Midterms & Markets Click here for the PDF version of On The Mark: Midterms & Markets
The Symptomatic Treatment of Student Loan Debt In August, President Biden announced a Federal student loan forgiveness policy. The new policy provides relief to more than 90% of the forty-five
Buffers & Guardrails & Safety, Oh MY! Many folks have viewed their investment statements for the first half of the year and recoiled as they’ve seen losses mount. Times of
Reaching Financial “Zen” “Zen-like awareness allows us to run with the bulls and hide from the bears” – Zen and the Art of Risk Management Financial professionals are often
2022 Market Outlook: Navigating the Year Ahead
Scaling Mount Resolution We’ve made it to the end of January, a time of year that can be a graveyard for so many well-intended New Year’s resolutions. However, if you’ve
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