News and Updates
Tech Weighs on S&P 500 in February
The tech sector was weak in February but the S&P 500 held up and is set to close the month with a small decline.
Review Beneficiaries Every 12 Months
Effective estate planning includes reviewing beneficiaries on IRA and taxable accounts every 12 months.
S&P 500 Gains 1.5% in January
This S&P 500 is off to a good start in 2026 and that signals a high probability of more gains this year.
Gold up 65% in 2025 – Here’s the Plan
Precious metals were on fire in 2025, with gold and silver both hitting new all-time highs. In the short run gold and silver are overbought but in the long run I still see opportunity.
My #1 Growth Sector for 2026
Space exploration is one of the fastest growing industries in the world and that’s creating a compelling investment opportunity.
S&P 500 Gains 16% in 2025
2025 was another solid year for the S&P 500 and there are good reasons to remain optimistic on stocks in 2026.
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.