News and Updates
This is Why I Like Energy and Healthcare Sectors Right Now
I am rolling out two new investment ideas to my wealth management clients – energy sector fund XLE and the healthcare sector fund XLV. Both of these sectors look heavily undervalued compared to tech and historical standards.
S&P 500 Ready to Rebound from Seasonal Weakness?
The S&P 500 was weak in the second half of February. However the next four months have a history of strength and i am expecting a strong rebound.
S&P 500 up 4% in First Six Weeks of 2025
The S&P 500 is up 4% in the first six weeks of 2025. The strong start to the year signals a high probability of more gains in 2025.
S&P 500 Volatile But Closes January up 3%
The S&P500 was volatile in late December and the first half of January but the index has stabilized and is set to close the month with a solid 3% gain. The green January signals that the S&P500 has a high probability of more gains in 2025.
2024 Annual Review and 2025 Outlook
The S&P 500 gained 23% in 2024 and now investors want to know what to expect in 2025.
If You’re a Parent You need to Know about UTMA Accounts
Are you a parent of young children? If yes – you need to know about UTMA accounts. This is a brokerage account for children under the age of 21 that offers many financial and tax benefits.
S&P 500 up 5.7% in November – Best Month of Year
The S&P 500 surged in November logging its best month of the year with a 5.7% gain. Looking forward two signals tell me we should expect a strong December and close to the year.
S&P 500 Advances After US Election
The S&P 500 has been rallying after the election as investors look past a potential risk event. Looking forward the stage is set for more gains in November.
S&P 500 Entering Bullish Time of Year
The S&P 500 had its worst day of the month. Time to panic? I say no. This looks like short-term profit taking ahead of the US presidential election. Looking forward i expect SP500 to stabilize and resume trend higher in November and December.
The S&P 500 Bull Market is Still Young
Looking for a reason to be optimistic on the #SP500? We’re two years into a bull market and according to @CarsonResearch since 1950 the average bull market lasts 5.5 years.