A recession has not occurred as our economy is just not that interest rate sensitive coming out of the pandemic…

How quickly things change! As I write this update, we are within a hair of the all-time highs for the S&P 500.

Earnings have bottomed while inflation/interest rates have peaked: The bullish case for the stock market …

After experiencing an extended ultra-low interest rate environment from the 2008 Financial crisis through early last year, interest rates have now moved significantly higher. Here's something to consider..

It was almost four years in the making; but the big transition to Charles Schwab from the TD Ameritrade platform was completed over Labor Day weekend (Charles Schwab purchased TD Ameritrade in 2019).

The economy continues to perform as we have predicted.

Dan Moskowitz offers his review and outlook as of July 2023

Buying High yield savings, T-bills, and CD’s will help!

"Compound interest is the 8th wonder of the world, those who understand it, earn it, those who don't.. pay it." Albert Einstein

Diversification is a key factor when constructing an investment portfolio that will help meet your long-term financial goals. This goes beyond just allocating between stocks, bonds and alternative investments. Diversifying…