News and Updates
S&P 500 Logs Big Reversal in November
The S&P 500 is heading into a historically strong time of the year and I am expecting more gains in December.
S&P 500 Unseasonably Weak this November
The S&P 500 is down in November but looking forward I am expecting a strong close to the year.
S&P 500 Gains 2.5% in October
The S&P 500 has been up six months in a row and is now headed into its strongest season of the year.
Rocket Lab (RKLB) – ‘SpaceX Junior’ up 160% in 2025
Rocket Lab (NASDAQ: RKLB) is an early industry leader in the young and high-growth space exploration industry. It is a publicly traded aerospace company that specializes in launching rockets and designing spacecraft for a global customer base.
UnitedHealth Group (UNH) – I’m Buying the 60% Dip
UNH shares fell 60% in early 2025 after the company was hit with a number of issues. However, I believe the drop in shares is an over reaction and I believe this has created a compelling investment opportunity.
S&P 500 Falls 2.6% – I’m Looking to Buy
The S&P 500 saw its biggest one-day decline since early April. I view any weakness as a chance to buy as the index moves into its strongest time of the year.
S&P 500 Shows High Probability of More Gains in Q4
When the S&P500 is up more than 10% after three quarters, Q4 has a high probability of more gains.
SEP IRA is Great for Small Business Owners
The SEP IRA is an amazing retirement account that is available exclusively to small business owners. Contributions are tax deductible and contribution limits can be much higher than a traditional IRA.
S&P 500 up 3.6% in September
September is historically the weakest month of the year for the S&P500. However the leading index is bucking that trend in 2025, up 3.6% in the first two weeks of the month. Despite that strength I wouldnt be surprised to see a small pullback in the next few weeks.
Traditional IRAs and Required Minimum Distributions (RMD)
Traditional IRA owners are required to start taking distributions (required minimum distributions – RMD) at the age of 73. Here are a few bullet points to help IRA owners navigate required minimum distributions.