Expectations for 2024

Has the Ship Sailed? As I mentioned in my last blog post, the end of 2023 was epic for investors. That type of breakout can create extreme bullish sentiment and FOMO (fear of missing out) among investors who then jump into the market only to see the indexes begin to...

2023 Year End Review

2023 Wrap Up The stock market ended the year strong. Particularly the last quarter where the S&P 500, Nasdaq, Dow Jones, and small cap stocks all participated in the Santa Claus rally. The Fed announcement about stopping rate increases and the expectation of...

One Great Month

November Shines November was an incredible month for the stock market! The Dow Jones, S&P 500, and Nasdaq all posted their best month for 2023. The S&P 500 and Nasdaq also had their best month since July 2022. Call it seasonal rotation or the Santa Claus...

Is That a Light at the End of the Tunnel?

Good News for the Economy This week the monthly Consumer Price Index (CPI) and the Producer Price Index (PPI) were released right before the monthly Federal Open Markets Committee (FOMC) meeting. CPI revealed May inflation up 0.1% which means inflation increases are...

Small Business Retirement Plans

There are several retirement plans that are popular among small businesses. The best retirement plan for a small business will depend on factors such as the number of employees, the business structure, and the desired level of contribution flexibility. Let’s take a...