by lportee53 | Jul 24, 2024 | Uncategorized
Historical Markets in Presidential Election Years Investors should focus on long-term goals and stay informed but rational The performance of the stock market during presidential election years has long been a subject of interest for investors. Historically, there...
by lportee53 | Jul 17, 2024 | Wednesday Wisdom
Global Market Commentary: Second Quarter 2024 Global equity markets had a very mixed second quarter, as the mega-caps and smaller-caps struggled while the larger-caps and tech names performed very well. Despite the mixed results in the second quarter, by many...
by lportee53 | Jul 3, 2024 | Financial Planning
The Importance of a Mid-Year Financial Review It is not just a routine task, but a strategic necessity to align with your goals As we reach the halfway mark of the year, it’s a prime opportunity to assess your financial planning goals and review your investment...
by lportee53 | Jun 27, 2024 | Wednesday Wisdom
Inflation & the Rising Costs of Summer Vacations A staycation can create lasting memories without the financial strain As summer approaches, many families start dreaming of sandy beaches, scenic road trips, and exciting adventures in far-off places. However, the...
by lportee53 | Jun 13, 2024 | Wednesday Wisdom
U.S. Stocks May No Longer Outperform Europe Economic conditions suggest a more balanced global market landscape For years, U.S. stocks have consistently outperformed their European counterparts, driven by robust economic policies, favorable currency effects, and the...
