July 5th, 2023 I’ve always considered myself an ‘optimist’. A 'positive thinker'. Over the years my definition of what it means to be optimistic has changed quite a bit. I…

June 1st, 2023 Despite the many recent years of polarizing political narratives one has had to endure it’s surprising to me the amount of materialized bipartisanship that we’ve witnessed… Covid…

May 1st, 2023 Financial news, and news in general, tends to lean negative. It seems there’s always something to worry about. Yet, there have been quite a few heavy topics…

April 3rd, 2023 We began the year with a mismatch in expectations between the general market sentiment and the Federal Reserve (“the Fed”) regarding the projected path for interest rates.…

March 2nd, 2023 Given my optimism in last month’s update, I felt it only necessary to play the contrarian this month and discuss a hard truth we’re confronting this year.…

February 1st, 2023 Earnings down, recession imminent. And, stocks up?    We are in the midst of arguably the most widely forecasted “recession” in history; and it may never arrive! My…

January 3rd, 2023 Happy New Year! 2022 was quite the year to be endured in the markets with it being the worst returning year since 2008’s Great Recession. Depending on…

December 1st, 2022 I won’t lie to you, I miss writing these updates on a weekly basis. But our newborn demands his father’s presence! And, wow, what a special time…