News and Updates

S&P 500 Gains 2% in April
Stocks continued their upward momentum in April, finishing the month with another solid gain.

3 Best Reasons to Invest in Gold
With inflation raging higher in the last year, gold has moved back into the spotlight. In this article I highlight three reasons to invest in gold – and two reasons why gold can be a tough investment.

S&P 500 up 6.5% in First Quarter
The first quarter of 2023 is over and despite lingering speed bumps US stocks delivered a solid performance.

S&P 500 up 2% Despite Bank Jitters
Despite all of the uncertainty, stocks are actually holding up relatively well. The S&P 500 (SPY) was up 2% on the week and is still up 1.5% on the year.

4 Safeguards Protecting Brokerage Accounts
I am going to outline how brokerage firms are designed to protect their client accounts and funds in the event of a bankruptcy.

S&P 500 Falls 2.6% in February
US stocks were down in February but two studies tell me to be optimistic about more gains this year.

How to Deduct up to $3,000 in Stock Losses
This simple but powerful tax strategy can create meaningful tax benefits.

S&P 500 Logs Best January in 4 Years
After a challenging year in 2022, US stocks are off to a good start in 2023. The S&P 500 (SPY) gained 6.2% in January, its best January in four years.

4 Reasons to be Optimistic on Stocks in 2023
When you add historic weakness in bonds to weakness in stocks, 2022 was the worst return for a balanced portfolio (60% stocks, 40% bonds) in almost 100 years. However, I see four reasons to be optimistic in 2023.

Happy Holidays!
It’s been a tough year for investors but there are still plenty of reasons to be optimistic about the future.