Market Changes

Market Changes “At the beginning of the year, I told you that | expected stocks to outperform bonds and have an extraordinary year. At the end of August, the S&P 500 index was up 21.6%. That’s 7 consecutive months of gains. Compare that to the 50 year...

ESG Investing

ESG Investing “Because of the extra research that we’ve done, we’re able to make some changes in your portfolio to tilt it more towards those issues that concern you. The beginning process of this software is that you answer several questions that help...

Enjoy The Summer

Enjoy The Summer “Well, eventually supply will catch up with demand and I expect that inflation will level off. [And] that’s the view of most econimists I read.” “As we just continue to watch this economy grow, we expect stocks to continue to...

Stock Volatility and Market Trends

Stock Volatility and Market Trends “So was the COVID-19 pandemic crash of 2020 unique? Actualy, no it wasn’t. If we define a market crash a decline of 20% or more, over the past 150 years they happen more often than you imagine.” “Overall,...

Recession, Recovery, Expansion

Recession, Recovery, Expansion “The consensus among economists now is that the second half of 2021 will have extraordinary growth in the economy. And that really matches up with the historic economic cycles that we’ve seen.” “In every recession we see...