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Amazing First Quarter, 2024

Amazing First Quarter, 2024

The first quarter of 2024 has been marked by dynamic market conditions, with US stocks enjoying a fifth month of gains and a record-setting rally that broadened beyond only the most significant tech stocks.

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A Good Start

A Good Start

Stocks continued their winnings ways to start the year. According to NDR, it was the best start since 2019 and the 14th best since 1926. This was an impressive performance after a strong end to 2024.

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2023 Market Review

2023 Market Review

It has been quite the year. It is a good thing that we don’t believe in forecasts. I’ve written a lot about how often most market forecasts are wrong.

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Blink and You Could Miss

Blink and You Could Miss

It was an amazing end year-end rally in everything. Throughout much of 2023, the prevailing narrative suggested that a select few mega-cap tech stocks were concealing an underlying fragility in the market.

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Debt Pains

Debt Pains

The biggest question right now is if the economy will remain resilient in the face of high interest rates. We are caught in a debt trap and the inflationary response was a symptom of the underlying problem.

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Stocks Up Bonds Down

Stocks Up Bonds Down

Fall is one of my favorite times of the year. The temperatures move down to comfortable from the high temperatures of summer. Football season is in full swing, the leaves in the mountains are spectacular, and hunting season is here. That is the good news!

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Back to Schwab. . .

Back to Schwab. . .

Some of you may remember the transition we made as a firm from Charles Schwab to TD Ameritrade about five years ago. Now. . .

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On a Positive Note

On a Positive Note

by Dave Young, President Fall is one of my favorite times of the year. The temperatures move down to comfortable from the high temperatures of summer. Football season is in full swing, the leaves in the mountains are spectacular, and hunting season is here. That is...

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