January 2023 Market Update

Happy New Year! Much will be written, studied, and argued in the history books looking back on the past 3 years: a global pandemic that saw the world spend the better part of 2020 completely shut down with unemployment hitting 27%, massive amounts of money distributed to pretty much anyone & everyone, and an economy…

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December 2022 Market Update

If I told you the stock market just entered a new Bull Market, would you believe me? No? I wouldn’t either, but we’d both be wrong. As of Wednesday, November 30th, the DJIA has rebounded 20% off the lows to start what we technically consider a new Bull Market. November continued the rally up for…

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November 2022 Market Update

Two things are certain right now:  hearing Mariah Carey’s “All I Want For Christmas” on the radio while I as putting away my Halloween decorations yesterday was absolutley too soon.  The second is that October was a fantastic month for the markets. There was plenty of good news to go around. The DOW had it’s…

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October 2022 Market Update

Goodbye September! No, really, goodbye. In last month’s commentary, we quoted a statistic that September is the worst month of the year for the markets dating back to 1950. So, while we expected a bit of a pullback, we didn’t expect that much of one! The S&P 500 logged in a whopping-9.34% for the month.…

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September 2022 Market Update

We hope you all had a great Labor Day Weekend! This month’s commentary is coming to you a bit later in the month than we like but its delay is for good reason.  John & I had the pleasure to visit Raymond James headquarters in Tampa, FL this past week to hear thoughts on the…

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August 2022 Market Update

Much has been said about the current state of the markets, and for good reason.  Up till the end of June, 2022 has been the worst start to the year for the markets since 1970.  (Feel free to use that depressing fact at your next dinner party). But simply put:  July was a fantastic month…

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July 2022 Market Update

We hope you all had a happy & safe 4th of July weekend! Since our last update, a couple of interesting things happened in June: 1. Everyone assumed the FED was going to raise rates 0.50% at the June meeting.  But after a slight uptick in the inflation reading, they ended up raising them 0.75%,…

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June 2022 Market Update

Hello! Normally this time of year we’d be asking if you’re enjoying this spring weather but, as we write this, it’s 93 degrees and humid.    (John likes to remind me it’s beautiful & 75 in Boone, ha.) So, with that said, we hope you’re enjoying this summer weather! The markets continued their downward trend…

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