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Oct 18, 2023

Is good news really bad news for investors? The media would like you to think so.  Today, the US Census Bureau released their report indicating that consumer spending increased month over month higher than projected.  The media interprets this as bad news as it raises the risk the Federal Reserve may increase interest...


Oct 10, 2023

The small and mid-cap indices continue to trail their large cap and NASDAQ peers.  Is it time to consider investing in these trailing sectors or wait for more confirmation of a positive trend?  Speaking of positive trend, the SP 500 has bounced off of a low on October 2 and has rallied above its 20, 50, and 200 Day...


Oct 4, 2023

In this Weekly Brief we review many of the scams our clients have experienced in hopes of preventing you from getting scammed.  Scammers are getting extremely sophisticated as they can duplicate major banking emails and even show up on your caller ID when they call.  AI is introducing all new ways to duplicate voices...