Featured Newsletters

Q1’24: BD8 Capital Partners Quarterly Update: More to Come for Stocks?

After a solid stock market recovery in 2023 – the S&P 500 up 24%, Nasdaq...

4Q’23: Stock Market Tailwinds Likely to Continue in 2024 as Fed Rate Hikes End..

The stock market performance in 2023 was the mirror image of 2022 when the stock...

Q3’23: Stability Likely but Uncertainty to Continue

A seasonally weak month, September pulled the S&P 500 and Nasdaq down -3.22% and -3.94%...

1Q’23: Close to the End? Maybe, but Uncertainty Remains

After a calamitous year in 2022 – the S&P 500 was down -19.4%,* Nasdaq fell...

4Q’22: Headwinds to Tailwinds in 2023…

With the simultaneous collapse in stocks and bonds in 2022, there were few places to...

3Q’22: Market Review and Commentary

Despite a summer rally that erased more than half the losses of the first half...

2Q’22: Market Review and Commentary

Despite reaching new highs in early January, the first half of the year ended up...

1Q’22: Market Review and Commentary

While 2021 ended with strong gains in the S&P 500 and Nasdaq, up +28.7% *and...

Q1’22: Run For the Hills?

Many are wondering what impact the developing Ukraine situation will have on the stock market...

Signup for Newsletter

EACH CLIENT WORKS DIRECTLY WITH A SEASONED PORTFOLIO MANAGER. GET IN TOUCH.

COMPLIMENTARY CONSULTATION