Whispers of a Rate Cut

by | Aug 1, 2024 | Market Commentary

Historically, the worst time of the year for stocks is between July 17th and September 26th. But in an election year, August is one of the best months—a trend that may hold true this year as well, or not. Federal Open Market Committee Meeting The biggest news of the...

Looking for Patterns in Investing

by | May 1, 2024 | Market Commentary

History Doesn’t Repeat? There’s an old saying that history does not repeat itself, but sometimes it rhymes. This means market movements up or down never looks exactly the same, but they can look similar. Therefore, I think it’s important to look for patterns...

Warning: Pullback is Overdue

by | Apr 15, 2024 | Market Commentary

Overbought Market The stock market is overbought, and a pullback is long overdue. A 5-10% correction is the most likely scenario, and that isn’t something you should panic about. (Actually, there’s never a good time to panic, as that causes bad decisions.) Here...

Q & A with an RIA

by | Apr 1, 2024 | Market Commentary

What’s a Registered Investment Advisor? If you’re not aware, Registered Investment Advisors (RIA) are financial firms that manage the assets of individual or institutional investors. We are registered with either a state regulatory agency or the SEC and we have...

Patience is the Key to Long Term Investing

by | Mar 1, 2024 | Market Commentary

Trend Following Patience is the key to long term investing. You may have heard the axiom, “don’t fight the trend.”  Normally I would agree with this, but historically during the 1st quarter each year, January is the best month and March is the worst. So, if March is...