In an otherwise volatile and ugly year, the fourth quarter of 2022 turned out to be a pleasant surprise. Sentiment turned optimistic mainly led by better-than-expected corporate earnings and Year-over-Year inflation rates coming down from a peak of 9.1% in…
US Markets Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. The Dow Jones Industrial Average gained 5.67%. The Standard & Poor's 500 Index picked up 5.38% and the Nasdaq Composite…
Stocks posted big gains in October, propelled by better-than-expected corporate reports. The Dow Jones Industrial Average led, gaining 13.95%. The Standard & Poors 500 Index tacked on 7.99% and the Nasdaq Composite added 3.90%. We are beginning to see a…
The 3rd quarter was full of mixed emotions and uncertainty as we experienced a bear market rally during the first half of the quarter. Sentiment turned bearish in the second half of the quarter when the Federal Reserve persisted in…
Of all the financial strategies that many people have in place, an inheritance strategy is usually not one. Discussing estate planning amongst family members can be uncomfortable even with the best relationships, let alone discussing the contents of an estate…