News
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→
The Start of 2022 Signals Caution for Investors
Happy New Year! I hope the first few days of 2022 finds you and your...Continue reading→
Is a December Santa Rally in the Forecast?
Is Santa still preparing to make his stop on Wall Street this year? After very...Continue reading→
November Kicks Off The Strong Investing Season
With the start of November, we have also officially moved into the “seasonally strong” half...Continue reading→
October Markets Are Off To A Scary Start
So far in October, its been more tricks that treats for the stock market. It...Continue reading→
What Does September Mean for Your Portfolio?
As we prepare to say goodbye to summer and hello to fall, I thought I...Continue reading→
Retirement planning is a marathon, not a sprint
Retirement planning is a marathon, not a sprint. Most people’s retirement planning goes like this:...Continue reading→
How Supply and Demand Affects Stock Prices
Let’s look at how supply and demand affects the price that investors are willing to...Continue reading→
