Blog

June 2023 Market Update

The month of June saw the overall market continue to gain overall. Although we saw a market slump mid-month, we finished all …

May 2023 Market Update

The month of May saw some interesting market movement. Many securities and companies were down or flat for the month from the …

Not sure if it was just me, but April seemed to fly by! Tax season kept us all busy and markets have …

March 2023 Market Update

The month of March certainly kept investors on their toes. We saw some interesting developments with the fall of Silicon Valley Bank …

After a great market run in January that exceeded expectations, the markets had a pull-back during the month of February. The shortest …

January 2023 Market Update

After a Santa Clause Rally failed to materialize in December, it turned out that Santa was just delayed. In January the markets …