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There is a growing hope - December Market Update
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...
Read MoreThe inflation rate ticked up - September Market Update
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...
Read MoreWhat is a Solo 401(k)? Self Employed Retirement Plans
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...
Read MoreThe Economy is Slowing - November Market Update
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
Read MoreChallenges with The Stock Market - July Market Update
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...
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Stock Market's Recent Slide - June Market Update
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...
Read MoreStaying Anchored to the Investing Principles - January Market Update
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...
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