We hope your 2025 is off to a great start. So much has happened since our last quarterly update: the Israel Hamas war has reached a ceasefire, the S&P 500...

The S&P 500, which is the broadest measure of the U.S. equity markets, just completed its fourth positive quarter in a row, with seven out of the last eight quarters yielding positive...

The second quarter of 2024 had mixed results across the major indices with the S&P 500 increasing by 4.28%, the Dow Jones Industrial Average decreasing by 1.27%, the mid and...

The first quarter of 2024 extended recent gains to a five-month win streak for the S&P 500 and produced the highest first-quarter return since 2019. The S&P 500, which is a...

2023 was an eventful year in the U.S. financial markets with every broad index except commodities ending the year with a positive return and the S&P 500 (proxy for the...

  If all you knew of the most recent quarter was the returns shown in the tables provided at the end of this update, you may think it was a...

Summary Market sentiment improved during October, as a more positive tone for U.S. equity markets returned versus the previous two months. US markets were up for the month of October,...

Episode #5 & #6 of Your Path to Real Wealth are now available!   Episode #5: What does it mean to achieve Real Wealth? In the most simple terms, it...