Insights
Everything we've published on Investment Oversight.
In today’s complex financial landscape, effective risk management is more crucial than ever. For individuals seeking to secure their financial future…
3 min read · September 24, 2024
On Wednesday the Federal Open Market Committee, (FOMC) cut the Federal Funds rate by half of one percent. The U.S. stock market, as expected, had a…
3 min read · September 20, 2024
The U.S. stock market experienced a volatile but overall positive week as investors digested economic data. The Consumer Price Index (CPI) report for…
2 min read · September 13, 2024
Data released this week confirmed the labor force in the United States is cooling. The unemployment rate is 4.2%. The U.S. economy created slightly fewer…
2 min read · September 6, 2024
The federal government of the United States is well-known for its habit of spending significantly more than it earns. If this trend of overspending is…
3 min read · September 6, 2024
One of my biggest pet peeves is ordering a Latte from Starbucks. This time of year, I admit, I am someone who enjoys their signature Pumpkin Spiced…
3 min read · August 30, 2024
People often think credit cards are bad because of high interest debts and the risk of overspending. It’s true, if not managed properly, credit card debt…
5 min read · August 30, 2024
The market is relatively flat for the week, with few stocks showing strength or weakness because of earnings announcements. Retailers Target and TJ Max…
2 min read · August 23, 2024
Some of my fondest memories as a child are playing cards with my family. It was a great way to spend time together, connect, and talk about life while…
2 min read · August 16, 2024
Are you familiar with the Butterfly Effect? It rests on the notion that the world is deeply interconnected, such that one small occurrence can influence…
2 min read · August 9, 2024
Growing up in Charlotte, North Carolina I spent many summer days at the Carowinds Amusement park. My favorite ride was the legendary Thunder Road, no…
3 min read · August 2, 2024
Earnings season has started and initial results are confirming a slowdown in the economy. United Parcel Service, Ford, General Motors, Alphabet(Google)…
2 min read · July 26, 2024
Trading this week has been extremely volatile as investors are digesting the assassination attempt on former president Donald Trump and the likelihood of…
2 min read · July 19, 2024
Taxes can make a significant impact on your investment returns, but with the right strategies, you can minimize their effects. Welcome to an eye-opening…
3 min read · July 16, 2024
After 3 consecutive days of record-breaking closes for the S&P 500 and the Nasdaq this week, the indexes fell sharply on Thursday. Wall Street saw a…
3 min read · July 12, 2024
Year-to-date the S&P 500 index has gained nearly 15%, hitting an all-time high (again) on Thursday. The artificial intelligence tech giant Nvidia is…
2 min read · June 21, 2024
As of Thursday, the S&P has surged 1.82% for the week, reaching a record high. In contrast, the Dow Jones experienced a slight decline of 0.17%, while…
1 min read · June 14, 2024
Through Thursday the S&P is up 1.06% this week, hitting an all-time high. Nasdaq stocks were a big contributor to the advance, rising 2.6% this week…
2 min read · June 7, 2024
Could the Bear be awakening from hibernation? As I mentioned last week, the old adage “Sell in May and stay away” would not have fared very well the past…
2 min read · May 31, 2024
It has been a wild week on Wall Street. Nvidia reported strong first quarter earnings, resulting in another record high, closing at $1037, up 9.32% for…
2 min read · May 24, 2024
The principle “If you can’t measure it, you can’t manage it” applies not only to business and organizational contexts but is equally vital in personal…
4 min read · May 24, 2024
May 10,2024 The Dow Jones Industrial Average is on a remarkable 7-day winning streak. This consistent upward trend is a positive sign for the market…
2 min read · May 10, 2024
The market closed strong on Tuesday in anticipation of The Federal Reserve’s announcement on interest rates and the fate of our economy. Federal Chairman…
1 min read · May 3, 2024
I am very fortunate to live in Wilmington, NC. We have beautiful beaches, a thriving downtown area, incredible restaurants, and a wonderful neighborhood…
2 min read · May 3, 2024
