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06/21/2024
Market Update – June 21, 2024
Year-to-date the S&P 500 index has gained nearly 15%, hitting an all-time…
06/14/2024
Market Update – June 14,2024
As of Thursday, the S&P has surged 1.82% for the week, reaching…
06/07/2024
Market Update – June 7, 2024
Through Thursday the S&P is up 1.06% this week, hitting an all-time…
05/31/2024
Market Update May 31, 2024
Could the Bear be awakening from hibernation? As I mentioned last week,…
05/24/2024
Market Update – May 24,2024
It has been a wild week on Wall Street. Nvidia reported strong…
08/27/2024
Year in Review: 2023
We hope you and your loved ones found time to break bread…
07/12/2023
Halfway There – Economic Update and Outlook 2023
Market performance this year has been a “headscratcher.” In the face of…
02/01/2023
Volunteering and Fundraising Strategies for Philanthropic Organizations
Volunteering and fundraising are essential to a successful philanthropic organization when it…
05/24/2022
Market Perspectives – May 24, 2022
Continuing the fear and greed cycle. Looking back over my thirty years…
10/20/2022
Market Perspectives May 2, 2022
Correction and contraction…. Investing during 2022 has been like running an obstacle…
