2020 Market Year-End Review

2020 Market Year-End Review

2020 Year-End Market Review: A Year That Surprised Everyone There is a high probability that you feel a sense of relief with the conclusion of 2020 after the hardships and pain some have endured due to Covid-19. To say 2020 was an eventful year is an understatement....
Stock Market Commentary June 2020

Stock Market Commentary June 2020

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...
April 2020 – Market Commentary & Business Update

April 2020 – Market Commentary & Business Update

ReminderYou have until July 7th to contact us if you’d like to contribute into an 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 we can save you on your tax preparation...
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...