Stock Market Commentary June 2023

Stock Market Commentary June 2023

The Debt Ceiling Drama: A Critical Juncture The Debt Ceiling is the maximum amount of money the U.S. Treasury can borrow. Increasing the Debt Ceiling allows the government to pay for obligations like Social Security, government employee wages, and military spending....
Stock Market Commentary May 2023

Stock Market Commentary May 2023

Recent Bank Failure: What Happened and Why? This month, we unfortunately had another bank failure brewing. It was announced that First Republic Bank was seized by regulators, and the bulk of the assets were purchased by JPMorgan, thankfully avoiding another major...
Stock Market Commentary April 2023

Stock Market Commentary April 2023

We began utilizing our new research partnership in March. If you haven’t seen our previous update about our collaboration with the Sherman Group, LLC, please check the middle section of this article.   Mixed Results in March, But April Could Be Sunny We...
Stock Market Commentary February 2023

Stock Market Commentary February 2023

Special Note: Just a reminder that we offer tax preparation through our tax team at Summit Tax Services/Heemer Klein. If you’d be interested in a quote, as we’re very competitive, please give us a call at 586-459-5340. Our goal is to make tax time easier on you....
2022 Market Year-End Review and Strategies for 2023

2022 Market Year-End Review and Strategies for 2023

Special Note: Just a reminder that we offer tax preparation through our tax team at Summit Tax Services/Heemer Klein. If you’d be interested in a quote, as we’re very competitive, please give us a call at 586-459-5340. Our goal is to make tax time easier on you.  ...