Market Commentary

February showed a mixed bag of returns in the equities markets with the technology laden NASDAQ and S&P 500 continuing to have a positive year.  The Dow, which

2023 is starting out with several positive tones.

A few supply chain constraints have diminished in late 2022, allowing retailers to shore up their

What a year!  Like most investors we are happy to put 2022 clearly in the rear-view mirror.  Between interest rate hikes by the Federal Reserve, record consumer

As we enter the last two months of the year, our thoughts turn to year-end tax planning. If you plan on gifting appreciated stock to taxpayers in zero to low

Despite the improvement in the US consumers’ balance sheets during the pandemic, they are now facing several headwinds. First, spending power is eroded by

Despite the improvement in the US consumers’ balance sheets during the pandemic, they are now facing several headwinds. First, spending power is eroded by

This past July has been an atypical month historically. Typically, July is up  only 48% of the time and is tied with September for the worst month for stock

Over the past two and a half years the S&P 500 has experienced two bear markets where the value of the securities in that index have declined 20% from their

Equities markets have had a volatile month with concerns over 40-year high inflation along with the concern that the Federal Reserve’s rate hikes will cause the