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
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
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