May 2021

Sell stocks in May and go away. This axiom suggests going to cash in May because stocks tend to underperform during the summer months then buy “the dip” later in the fall. If your investment strategy is predicated on axioms, maybe it’s time to reconsider your...

March 2021

Never confuse the stock market with the slots of Vegas. Although working from home has shown increased operational efficiencies for some businesses and industries, given the recent casino like behavior witnessed on Wall Street, is it possible a lack of a controlled...

February 2021

As I think of healing, mend the troubles comes to mind. 2020 was a lot to endure let alone accept and digest. Is your glass half empty or half full? The choice is ours, individually. Til next time…………. ……….Stay nimble, be tactical and know what you...

December 2020

As year-end approaches keep in mind it’s also the end of the quarter and that means it’s time for portfolio managers to rebalance portfolios back to their called for mix of stocks, bonds and cash. I won’t be surprised to see more selling than usual given the recent...