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Call Us Today! (855) 425-4566
[email protected]

Stocks at a Crossroads: Analysts Cut 2025 Forecasts While 2026 Gains Traction

Analysts have been lowering earnings growth forecasts for this year [...]

By |2025-04-28T16:37:53+00:00February 24th, 2025|Articles, Market Commentary, Weekly Update|Comments Off on Stocks at a Crossroads: Analysts Cut 2025 Forecasts While 2026 Gains Traction
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Market Shifts & Tech Trends: Large-Cap Strength, Small-Cap Struggles, and the Data Center Boom

Sentiment among large-cap firms continues to improve, but small firms [...]

By |2025-04-28T16:38:08+00:00February 11th, 2025|Articles, Health, Market Commentary, Nutrition, Psychology, Travel, Weekly Update|Comments Off on Market Shifts & Tech Trends: Large-Cap Strength, Small-Cap Struggles, and the Data Center Boom
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China’s AI Push: DeepSeek’s Success Sparks Market Uncertainty

Despite restricted access to advanced chips, China’s latest AI advancement, [...]

By |2025-04-28T16:38:16+00:00February 3rd, 2025|Articles, Market Commentary, Weekly Update|Comments Off on China’s AI Push: DeepSeek’s Success Sparks Market Uncertainty
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Small Caps, Big Struggles: The Impact of Rising Yields and a Stronger Dollar

The strong employment report and higher inflation expectations boosted Treasury [...]

By |2025-04-28T16:38:32+00:00January 21st, 2025|Articles, Health, Market Commentary, Nutrition, Psychology, Travel, Weekly Update|Comments Off on Small Caps, Big Struggles: The Impact of Rising Yields and a Stronger Dollar
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Rising Long-Bond Yields and Corporate Uncertainty: What It Means for Markets

The long-bond yield continues to rise, with the Treasury curve [...]

By |2025-04-28T16:38:40+00:00January 13th, 2025|Articles, Health, Market Commentary, Nutrition, Psychology, Travel, Weekly Update|Comments Off on Rising Long-Bond Yields and Corporate Uncertainty: What It Means for Markets
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Concentration Risks Grow in the S&P 500 as Tech and Services Dominate

The US dollar has had a strong year, though the [...]

By |2025-04-28T16:38:46+00:00January 6th, 2025|Articles, Market Commentary, Weekly Update|Comments Off on Concentration Risks Grow in the S&P 500 as Tech and Services Dominate
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S&P 500 Signals Weakness Amid Federal Spending Constraints

Federal spending reached $6.8 trillion in FY 2024, with mandatory [...]

By |2025-04-28T16:38:54+00:00December 30th, 2024|Articles, Health, Market Commentary, Nutrition, Psychology, Travel, Weekly Update|Comments Off on S&P 500 Signals Weakness Amid Federal Spending Constraints
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Value vs. Growth: A Historic Divergence in 2024

Market breadth continues to deteriorate.     Growth stocks keep [...]

By |2025-04-28T16:39:00+00:00December 23rd, 2024|Articles, Health, Market Commentary, Nutrition, Psychology, Travel, Weekly Update|Comments Off on Value vs. Growth: A Historic Divergence in 2024
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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