
October—An Interesting Ride!
- October 21, 2022
- Uncategorized
October has gotten off to a roller coaster start, while posting almost 3% in gains so far this month. That said, and given...

Bullish for Stocks
- October 4, 2022
- Uncategorized
October is HERE, I type with relief. I’m confident markets WILL have some relief in October. Why? In short, consumer sentiment...

September Market Musing
- August 30, 2022
- Uncategorized
Goodbye August—September is almost here! Labor day can conjure up many things to discuss including how current labor markets are the...

The Bear is Here . . . . Yet, gains to be had?
- June 17, 2022
- Monthly ReportUncategorized
A whole lot of data for you today — Equities remain in the #2 spot amongst asset classes, yet find a...

We Are Still in a Bull Market
- May 20, 2022
- MarketsMonthly ReportUncategorized
Equities remain in the #2 spot amongst asset classes and despite yesterday’s sell-off, the NYSE Bullish Percent (NYSEBP) is offering a...

You Don’t Have to Live with Regret or Fear!
- March 7, 2022
- PlanningWeekly Post
The world had a wakeup call over the last few weeks. It’s been both amazing and heart breaking to witness. My...

Get Confident for 2022!
- February 1, 2022
- MarketsWeekly Post
Get Confident Turn on the news and chances are you will hear something about rising inflation, how central bank policy is...

Fourth Quarter Update!
- January 7, 2022
- End of YearMarket Alerts
The fourth quarter and 2021 are now officially in the books. After a rocky end to the third quarter, US equities...

2022 is about Less but Building for More
It’s about “How I spent my money (Financial/WINK) — What Investors Need to Know. NOW. Imagine this: You’re 3 feet from...

Our End of Year Report
- December 17, 2021
- Year in Review
Did you notice it? The market landscape shifted in 2021.The early days of 2021 saw a continuation of the themes that...