Newsletters

What will 2026 bring for investors?

Markets Markets seem to be holding rather strong considering the uncertainty in Venezuela. In fact, the Dow Jones traded over 49,000 for the first time, even with the added girations.…
Ken
January 6, 2026
Newsletters

Will we get a Santa Claus rally?

Markets Investors are hoping for a Santa Claus rally which is really part of "seasonality". Yet his year, seasonality has not worked out thus far. September and October are considered…
Ken
December 16, 2025
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Newsletters

The government reopens, what’s next?

Markets Stocks hit a rough patch last week as fresh labor market data, low consumer sentiment, and the ongoing government shutdown unnerved investors. Yet on Monday, bounced back sharpy after…
Ken
November 11, 2025

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NewslettersTax Planning

2018 Tax Q&A

How does the new tax bill affect 529 Savings Plans and what impact do you feel it will have on the markets/economy? Under the new plan, up to $10,000 of…
Ken
April 17, 2018
Newsletters

Is Volatility here to stay?

  Domestic stocks lost ground last week as trade war concerns continued to rattle investors. With these declines, the Dow officially moved back into correction territory.1 For the week, the…
Ken
April 10, 2018
Newsletters

‘Goldilocks’ Economy Returns?

Domestic stocks leapt ahead last week as the latest jobs report inspired renewed confidence in our economic standing. The S&P 500 added 3.54%, and the Dow gained 3.25%.1 The NASDAQ…
Ken
March 13, 2018
Newsletters

Are the Bulls back ‘in charge’?

 Last week, the Presidents’ Day holiday meant markets were only open for 4 trading days, and during that time, we received comparatively few economic reports. Nonetheless, major domestic indexes showed…
Ken
February 27, 2018
Newsletters

Will the rebound in stocks hold?

 Markets rebounded last week, posting sizable gains and moving back into positive territory for the year. All three domestic indexes experienced their largest weekly growth in years, despite losing some…
Ken
February 21, 2018
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