
Market Update – November 15,2024
The euphoria of the election is slowing down, and the market has begun to level. Though the indexes last week were positive, there were several pockets…
3 min read · November 15, 2024
Insights
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The euphoria of the election is slowing down, and the market has begun to level. Though the indexes last week were positive, there were several pockets…
3 min read · November 15, 2024

Why Did the Market Rise Post-Election? Historically, markets tend to react more to uncertainties and resolutions than to specific political outcomes…
3 min read · November 15, 2024

Navigating the complexities of personal finance can be daunting, but with the guidance of a skilled financial advisor, you can transform uncertainty into…
3 min read · November 8, 2024

The Presidential Election was front and center this week as the market began to rally Tuesday in anticipation of election results. Basically, the markets…
2 min read · November 8, 2024

It has been a bumpy week for the market. Earnings season is in full stride with several stocks reporting this week. Microsoft, Apple, Meta, and Alphabet…
2 min read · November 1, 2024

During election years investors tend to be a bit more concerned about the stock market than in non-election years. Depending on which candidate wins…
2 min read · November 1, 2024

Recently I joined my childhood friends for our annual men’s weekend in Myrtle Beach for fishing and golf. My angling skills are below average, so most of…
2 min read · October 25, 2024

Earlier this year OmniStar released an episode of Were Talking Money where Phil compared two approaches to funding retirement. The first was Dave Ramsey…
2 min read · October 25, 2024

Recently while flipping channels, I came across one of my favorite movies, Rocky. During Rocky’s match with Apollo Creed, he was knocked down repeatedly…
3 min read · October 18, 2024

Much like a curator ensures their museum provides an educational and entertaining experience, our goal with the Connection is to deliver something of…
3 min read · October 18, 2024

Major Index Performances (as of Thursday Close): For the second week in a row, Mother nature has unleashed her fury across the East Coast. Hurricane…
2 min read · October 11, 2024

The phrase “It’s the economy, stupid,” coined by James Carville during Bill Clinton’s 1992 campaign, is still relevant. While unemployment remains low…
5 min read · October 11, 2024

The stock market has been rocky this week as investors digested escalating tensions in the Middle East as Iran opened an attack on Israel…
3 min read · October 4, 2024

Money can’t buy happiness is a classic adage, but it’s more nuanced than that. While money doesn’t directly create happiness, it can provide the means to…
3 min read · October 4, 2024

The stock market continued its record-setting rally this week fueled by a pledge from Beijing to support China’s economy with further stimulus just days…
2 min read · September 27, 2024

As I do most mornings, I spend a little time reading and catching up on current events. A week or so ago I stumbled upon an article from Fidelity titled…
3 min read · September 27, 2024

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

As a child, I was a huge fan of Curious George, which fueled my love for monkeys. When my parents bought me a stuffed monkey, named Charlie, he went…
3 min read · September 20, 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

Forgive me, for I have a grievance to share with my clients, friends, and family. This grievance is meant to travel far beyond those closest to me – my…
6 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