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)
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