February 2021 Market Commentary

February 2021 Market Commentary

2020 is over. What now? To say that 2020 was an eventful year is an understatement, but 2021 has been interesting as well!  Between the new Covid variants now spreading, the 2nd Trump impeachment, the riots at the capital, and the end-of-month drop in the market...
The Gamestop Short Squeeze. How and Why?

The Gamestop Short Squeeze. How and Why?

The recent news regarding GameStop, AMC, Blackberry, etc. has many individuals wondering, “What exactly is a Short Squeeze?” This blog post will explain from a high-level view what short selling is, what it means to be squeezed, and the major catalysts and results of the recent major events.

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....
How to Make the Most of Estate Planning

How to Make the Most of Estate Planning

Estate planning is one of the most commonly overlooked areas of financial planning. This month we will continue our discussion of estate planning techniques. If you have been following our blog postings, you may recall the distinction between Per Capita and Per...
Market Commentary – December 2020

Market Commentary – December 2020

How the Markets are Performing After the Presidential Election After two months in a row of losses for the S&P 500 and DOW in September and October, election day in November immediately created a nice relief rally that we participated in at TD Ameritrade (Source: ...
Stock Market Commentary – November 2020

Stock Market Commentary – November 2020

Coronavirus Anxiety Round Two  For the second month in a row, the re-surging Coronavirus, anxiety about the presidential election, combined with a lack of new stimulus measures pushed the stock market lower towards the end of the month. In October, The S&P 500 was...