I’m writing this commentary while traveling by boat from Seneca Lake through sections of the Erie Canal toward Lake Ontario.  Our hopes of crossing Lake Ontario

Market Recap

I love managing money.  I love consuming the news and the diversity of topics that I need to stay abreast of to do my job.  I generally like

Market Recap

The S&P 500 index of large US companies ended the year with a 17.9% gain.  Most of the gains were once again concentrated in a handful of mega-cap

Market Recap

Markets were strong, pretty much across the board, in the third quarter.  Despite an uptick in inflation from tariffs, a government shut down

Market Recap

The second quarter of 2025 proved to be one of the most volatile on record.  The S&P 500 Index of large US stocks dropped over 19% from its recent

Market Recap

The first quarter of 2025 was highly volatile with divergent performance in each investment asset class.  US Large company stocks (S&P 500 Index)

It has been a remarkably volatile stock market so far in 2025.  As of this writing (mid-day), the S&P 500 Index of large US companies has dropped 11% in value

You are no doubt aware that last evening President Trump announced sweeping tariffs on many countries, including a 64% tariff on China, 24% tariff on Japan

Market Recap

The S&P 500 Index, consisting of the largest public companies in the US, ended the year up 25%.  This was the second year in a row with gains

Market Recap

What is there not to like about last quarter?  The stock market reached new highs with the S&P 500 gaining 5.9% in the third quarter, pushing