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We define the Santa Claus rally period of December 15th to January 15th. Traditionalists consider the Santa Rally Period December 15th to December 31st. In…

When the markets are piping hot, much like they were for the second half of 2020, investing feels like such an easy endeavor. When the…

We get asked quite a bit…..Is this the bottom or a bottom? Given the dreadful performance of all asset classes in 2022 it’s a question…

JANUARY 4, 2023  BEHAVIORAL FINANCECOLLEGE PLANNINGGEN ZINVESTMENTINVESTMENT MANAGEMENTMILLENIALSMONEY MINDSETPERSONAL FINANCE “In this world nothing can be said to be certain, except death and taxes,” -Benjamin Franklin,…

DECEMBER 14, 2022  INSIGHTSINVESTMENTINVESTMENT MANAGEMENTMARKET HISTORYTECHNICAL INSIGHTS We believe the rally will arrive this year, but with a caveat. Expect this to be more prominent for…

We have monthly Investment Policy Committee Meetings to discuss the changes that take place in the markets. Fundamental and technical factors are on the agenda…

How has the earnings season gone? But, more importantly, how have stocks reacted to those earnings releases? Going into earnings, investors had great concerns about…

As we approach the end of the calendar year, we want to remind you of the guidelines for contributing to your retirement account(s) for 2022…

NOVEMBER 10, 2022  INSIGHTSINVESTMENTINVESTMENT MANAGEMENT Sector rotation is an investment strategy revolving around the movement of money between various industry categories of the markets, such as…

Today is election day, and that always comes paired with unrelenting news platforms blasting forecasts and results in your face for days leading up to…