July 2020 – Market Commentary

July 2020 – Market Commentary

Market Commentary The ongoing Covid pandemic affected the market, both higher and lower, in June.  In our last market commentary, we said the probability of a short term pull back was very high and just a few days after our commentary was posted, from June 8th until...
June 2020 – Market Commentary

June 2020 – Market Commentary

May ended up being a profitable month for our portfolios and a profitable month for the major stock market indexes as well.  We’re still quite a bit ahead of the DOW in our in-house managed portfolios year-to-date. There are a lot of conflicting issues to consider...
May 2020 – Market Update

May 2020 – Market Update

The Stock Trader’s Almanac has famously said:  “Sell in May and go away!”  The idea is that while the stock market may be positive, it is the least seasonally strong during this six-month period of time each year on average.  We must always keep in mind that past...
March 2020 – Special Market Update

March 2020 – Special Market Update

Market Update We’d like to start off with some positive news, the whole country and economy is NOT shut down. Most people were at work today and can work from home if need be. China looks to be improving and we’re receiving guidance daily from our state and federal...
March 2020 – Market Update & Commentary

March 2020 – Market Update & Commentary

IRA Contribution Reminder: You have until April 7th to contact us if you’d like to contribute into your Roth IRA, or Traditional IRA so you can write it off on your tax return. In addition, we can help you with tax prep! Please call (586) 459-5340 to find out how much...