If it were not enough that investors are digesting less than stellar second quarter earnings, they are also dealing with the mixed seasonal patterns unique to August. August tends to be a mediocre month for stocks, with no strong directional bias.
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
When we think about value stocks, we think low price to earnings multiples and above average dividends. It makes value stocks ideal candidates for retirees seeking regular income with limited downside variability.
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
COVERED CALLS: A CLOSER LOOK AT THE STRATEGY’S HIDDEN COMPLEXITIES Picture this, while sitting in your kitchen contemplating the meaning of life or at least, the performance of your portfolio, you read an article questioning the value of writing covered calls....
Are we in the early stages of a 1990’s style global expansion? At a minimum, the performance of US stocks tells us that the American Dream is alive and well.
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
With the annual ritual of tax filing on the horizon for the 2023 tax year, it becomes important to review the less well-known filing requirements and deadlines that affect everyone.
