Commentary
Market Review - March 2021
US stocks ended the month with strong gains of 4.4% despite a constant tug-of-war between optimism about the economic recovery and fears about rising interest rates and inflation.
Market Review - February 2021
The major stock indexes posted positive returns in February, despite heightened volatility over concerns of rising interest rates and inflation expectations at the end of the month.
Tax Season Scams
With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that relevant tax deadlines are met.
Should you invest at market highs?
Investors have learned the adage of buy low and sell high, but with stock prices at all-time highs, investors with money on the sideline wonder, should they still invest and if so how?
Market Review - January 2021
US equities started the month with a bang as the vaccine distribution and hopes of additional fiscal stimulus fueled new record highs.
Is Your Portfolio Ready for What’s Next?
The start of the new year is a great time for investors to evaluate how their portfolios have likely drifted after a wild ride like 2020 and prepare for the next opportunities and risks.
Market Review - Quarter 4, 2020
The year finished with double-digit returns for the fourth quarter as markets rallied on the positive news surrounding Covid-19 vaccines.
Market Review - November 2020
With positive news of a COVID vaccine and clarity on the election outcome, stocks soared globally for the month of November.