January 2024 Market Recap
As the first month of the year ends, the broad markets closed the last trading...Continue reading→
2023 Market Recap and 2024 Predictions
2023 was a year of many challenges for investors. Aggressive interest rate hikes, fears of...Continue reading→
December 2023 – It’s the Most Wonderful Time for The Markets
It’s the most wonderful time of the year…for the stock market? With all this potential...Continue reading→
November 2023 Markets Have Investors Still Spooked!
Halloween might be over but the current stock market moves have some investors spooked. Last...Continue reading→
October 2023: The Markets Enter Spooky Season
The stock market is kicking off the spooky season in fashion after choppy trading led...Continue reading→
September 2023: Markets Trending Lower Into Fall
Markets finally received their anticipated cooldown during the month of August. We discussed the markets...Continue reading→
August Stock Market Rally Continues To Run Hot
Scorching temperatures are not the only areas that are heating up this summer. The stock...Continue reading→
July Markets Show Huge Reliance the Big Seven Companies
As we enter those lazy, hazy days of summer, it’s hard to believe the first...Continue reading→
June 2023: Threat of Recession Still Looms
Is the worst over for the financial markets? As you recall, 2022 was a year...Continue reading→
May 2023 Market Prediction: Buy, Sell or Stay
“Sell in May and go away” is an adage that you may hear each year...Continue reading→
April Showers May Be Bringing Bull Markets to Investors
It seems that April showers may also be bringing bull markets to investors. After mixed...Continue reading→
March 2023 Market Prediction: Signals Flashing “Not So Fast”
If you remember last month’s blog, I asked the question “has the bear market officially...Continue reading→
Has the bear market officially been cancelled?
Has the bear market officially been cancelled? Or are we amid another bear market rally...Continue reading→
Closing Out 2022 with Purpose and Gratitude
As we approach another holiday season, it is always a wonderful time to reflect on...Continue reading→
Investors Were Seeing Trick or Treat in October
It was all treats no tricks for investors in October. Markets finally saw a healthy...Continue reading→
September Market Predictions: Will It Bounce?
August certainly lived up to its reputation for being a volatile month for investors when...Continue reading→
Does Your Dental Practice Have an Exit Strategy?
Does your dental practice have an exit strategy? Many do not. As a business consultant...Continue reading→
August Market Predictions: The Seesaw Continues
Will the summer rally that started in July continue to pick up steam or will...Continue reading→
July Market Predictions – Prepare for the Dog Days of Summer
As we enter the dog days of summer, the stock the market continues to cool...Continue reading→
June Market Predictions: Some Encouraging Signs
May marked another month of wild swings in the stock market. By mid-month many investors...Continue reading→
May the Fourth Be with You!
It’s May the Fourth Day and its yet time again for the Bank of the...Continue reading→
Will April Bring Bulls or Bears to the Stock Market?
We all know that April showers bring May flowers. What investors are wondering is if...Continue reading→
Historic Trends in Market Volatility and Global Instability
We have all been watching the tragic events in Ukraine unfold. Our hearts and prayers...Continue reading→
February 2022 – Expect The Wild Ride to Continue
January’s stock market action felt a little too much like Mr. Toad’s Wild Ride. Investors...Continue reading→

