Select Page

Market & Portfolio Review

What is The GAME PLAN? In this week’s stock market update, we are going to review the formal game plan going forward as we navigate the current market panic. In focus will be the ongoing selloff in growth stocks, why it is happening, and whether now is a time to...

Market & Portfolio Review

Navigating Market Drawdowns In this week’s weekly update, we will be discussing how a financial plan can help you navigate through tumultuous times in the market. We will review the importance of having a plan in place, how a plan could have helped navigate both...

Market & Portfolio Review

Recipe For a Violent Rally In this week’s stock market update, we will review the bottoming process that we believe is underway across U.S. stocks.  Much to the chagrin of most investors, stocks don’t bottom and go directly up; they bottom through a process of testing...

Market & Portfolio Review

A Bear Masked as a Bull While the headline indices are strongly positive year-to-date, it’s incredible to think that the vast majority of stocks on the NYSE are mired in a bear market. This has been made possible by the massive concentration of single stock risk in...

Market & Portfolio Update

Shifting Tides After a summer filled with uncertainty due to a surge in the COVID Delta Variant, data shows that cases are dropping, and it appears that confidence in the economic recovery is rising again.  As the short-term distraction of COVID fades from view, we...