by JD Gardner | Sep 8, 2021 | Market Updates
We try to be consistent with these notes for transparency regarding the assets we’ve been trusted with. Some of the notes are better than others. I’m not claiming this note will be one of the good ones, but I do claim it to be an important one. For some reason, I...
by David Wagner | Sep 7, 2021 | Market Updates
Developments over the Past Month: Apparently, stocks just go up. Because that’s what they did in August, as it was superlative city again, given that the market has now seen numerous all-time closing highs – fifty-five in 2021 to be exact. The market is...
by David Wagner | Aug 2, 2021 | Market Updates
Developments over the Past Month: Stocks continue to see the path of least resistance being up. For the sixth time this year, the S&P 500 bounced off its 50-day moving average. Still, year-to-date, the market has not seen a decline greater than 5.0%. Year-to-date,...
by David Wagner | Jul 16, 2021 | Market Updates
The Backdrop for 2H 2021: The Good: Better Economic Data – Economic data, which lags the stock market, hit rock-bottom last year, but we believe signs of a recovery have continued to appear, most notably with the recent Non-Farm Payroll and ISM data....
by JD Gardner | Jul 7, 2021 | Market Updates
Investment Objective We work with the lifeblood of financial services. With advisors serving the families that have worked hard to accumulate assets and need those assets to work for them. Most investment objectives are based on life goals, not benchmarks. We think...
by David Wagner | Jul 2, 2021 | Market Updates
Developments over the Past Month: Stocks continue to chop between the 4050 – 4300 SPX range that they have been trapped in since mid-April – though, it ended the month on the higher end of this level. A second meme stock rally has filled the news headlines in an...
