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Wednesday, May 15, 2024

Executive Summary During the month of April, the stock market experienced its biggest drawdown since markets began rebounding in late October 2023, as geopolitical tensions and higher inflation readings caused uncertainty. There are...

Thursday, December 7, 2023

AT-A-GLANCE After experiencing a double-digit drop from August through October, stocks rebounded sharply during November as belief grew that the Federal Reserve Bank is done raising interest rates. Interest rates on 10-year Treasury...

Tuesday, September 12, 2023

AT-A-GLANCE After the recent run-up in stocks during June and July, the market pulled back in August for the first time since the regional bank scare in February and March of this year. The inflation rate ticked up while job growth...

Wednesday, August 30, 2023

Are you a self-employed individual seeking to secure a prosperous retirement? Look no further than the Solo 401(k) plan.What is a Solo 401(k)?A Solo 401(k), also known as an Individual 401(k) or a One-Participant 401(k), is a...

Wednesday, November 30, 2022

The investment committee met on the afternoon of Tuesday, November 29th. This will be our last meeting of the year. We will move back towards our regular meeting schedule, the Monday after the monthly unemployment report is released. We wer

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Monday, July 11, 2022

Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102At-A-Glance7 min readThe first six months of 2022 were extremely challenging with the stock market, as measured by the S&P...

Monday, June 6, 2022

Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102At-A-Glance7 min readThe stock market continued its recent slide through the first several weeks of May, ultimately dropping...

Friday, April 8, 2022

Thursday, March 17, 2022

Thursday, March 17, 2022

Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102 At-A-Glance 8 min read After bouts of volatility in recent months caused by the outbreak of the Omicron variant of COVID-19,...

Thursday, January 20, 2022

Should you have any questions regarding these notes, please do not hesitate to contact Kevin at (678) 401-6102At-A-Glance7 min readThe stock market began 2022 by experiencing another bout of volatility, including its third decline of...