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)