Liz Ann Sonders from Charles Schwab recently pointed out, market breadth, or the number of stocks participating in this year recovery is broadening and increasing…

After a long stretch where growth investors were richly rewarded and value investors took their position in the rear, late 2021 saw a shift. In…

An apple a day keeps the doctor away. This isn’t literally true, and the real lesson is in the strategic view of what happens over…

George Washington had wooden teeth. Bulls get angry when they see the color red. There are many commonly held beliefs that are, in fact, untrue…

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…