2023 Year End Review

by | Jan 1, 2024 | Market Commentary

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

by | Dec 1, 2023 | Market Commentary

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?

by | Jun 15, 2023 | Market Commentary

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

by | May 15, 2023 | Market Commentary

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...

Is The Bear Market Over?

by | May 1, 2023 | Market Commentary

This Is How Bear Markets End This headline appeared on the CNBC website on April 18, 2023. In order to end a bear market, investors have to be so beat up that they think they may never own stocks again. CNBC’s survey shows only 24% of those surveyed think now is a...

You Are Here – Recession

by | Apr 15, 2023 | Market Commentary

A Day at the Park Years ago, my wife and I would occasionally take our kids to Six Flags for some family fun. We spent the day riding the rides, eating overpriced food, and getting sunburned. It was great family bonding time, and the kids loved it. Sometimes we would...