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Investment Market
Commentary
2nd Quarter 2023, Investment Market Review
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​The recovery from the 2022 stock market selloff gained momentum during the second quarter, with many of the trends observed in the first quarter persisting. Growth stocks continued to outperform value stocks, and the technology sector played a significant role in driving the market higher. Furthermore, the S&P 500 and NASDAQ widened their lead over the Dow Jones Industrial Average. Despite concerns about a slowing economy and rising interest rates, the economy demonstrated resilience, and the stock market performance remained robust.
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Investing Education
Resources for Investing Education
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We are pleased to offer the following articles for your own edification.
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If you have any questions, please contact us. We happily speak to local groups such as small companies and investment clubs.
Checklist Upon the Death of a Spouse or Loved One (Things you need to do)
Learn About the "SECURE Act" - A Major Overhaul to Retirement Plans
The Value of Premium Wealth Management
Battle Strategy for Your Financial Future
Financial Planning for Newlyweds
Guide to Long-Term Care Insurance
Guide to Your Parents Retirement
Pairing Financial Goals with Socially Responsible Investing
Investment Disclosure: None of the information contained on this web site constitutes a recommendation to buy or sell stocks or other investment products. Material on this web site is presented for informational and/or educational purposes only. Investing involves risk, and is not suitable for all people. Investment risk includes, but is not limited to, the risk of loss of principal. You should seek competent guidance before beginning an investment strategy. Information herein of a factual nature is believed to be accurate, but may contain errors outside of our control.