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The Bear Has Arrived!

The Bear Has Arrived!

On the one hand, it’s a great time of year. We are a month into summer and just celebrated the Fourth of July — one of my favorite holidays. That is positive.

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The Bear Growls!

The Bear Growls!

On the one hand, it’s a great time of year. We are a month into summer and just celebrated the Fourth of July — one of my favorite holidays. That is positive.

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Inflation Takes Its Toll

Inflation Takes Its Toll

The harmful effects of inflation finally took their “pound of flesh” from the markets. Although the war in Ukraine impacted the markets, the effects seem to be fading — as is so often the case with geopolitical events. The markets rallied in the last half of March as...

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Quite the 1st Quarter

Quite the 1st Quarter

In 2021, a strong profit growth fueled big gains in stocks — thanks to the end of covid and the trillions of government dollars dropped into our economy.

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It’s Hunting Season – That’s the Good News!

It’s Hunting Season – That’s the Good News!

It’s Hunting Season
That’s the good news! The weather cools and you know it’s time for hunting and football — two of my favorite things. The only disheartening thing about this time of year is that, more often than not, the market goes down in September and October. The difficulty is that it doesn’t do it consistently, which is why we can’t just step out of the way.

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Settling Down

Settling Down

Settling Down September is typically tough. The market finally gave in to the bad news that had been stalking it all year: inflation. This is, of course, thanks to COVID-19, continuing global supply chain disruptions, rising energy prices, stalled fiscal and...

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Halftime Review 2021

Halftime Review 2021

Halftime Review Our clients’ long-term investment plans reaped significant gains in 2020 and have continued to be rewarded in 2021. Most importantly, they continue to make progress toward their financial goals. This quarter ended with markets near all-time highs. This...

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