top of page


Market Update for June 2025: Surprising Rally & Potential Risks Ahead
If you’re a Gen-Xer like me, you probably have put more than a few quarters in pinball machines in your time.  Something about that was just a lot of fun. Now, imagine yourself inside that machine, and that is what the markets have felt like so far this spring, and as we head into summer, it may not get much better.Â
Jun 46 min read
Â
Â


March 2025: Market Sentiment & the Necessity Of Finding Your Balance
In today's volatile market, even seasoned investors can fall prey to knee-jerk reactions that erode long-term returns. Our latest article,
Mar 36 min read
Â
Â
Â


January 2025 Market Outlook: Are You Ready For The Next Big Shock – What 2024 Taught Us
Warren Buffet has said that we will see who is wearing a bathing suit when the tide goes out. We have enjoyed two years of remarkable growth in the equity markets while the bond markets have languished for many years. Much as innovation is often slow to be adopted in the tech space, it is much slower in the investing space.
Feb 175 min read
Â
Â
Â
bottom of page