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When to Sell

When to Sell

Since the stock market bottom on October 14, 2022, the major indices have rallied significantly. During these past 20 months, the tech-based NASDAQ index has soared 78.3% followed by large cap S&P 50... ...more

Weekly Brief

July 10, 20245 min read

Nvidia Rally Continues

Nvidia Rally Continues

We added Nvidia (NVDA) to our Growth & Income and Growth model portfolios early last year. Since then, the stock price has soared. This year institutional investors continued to add NVDA to their po... ...more

Weekly Brief

June 26, 20243 min read

Winners and Losers in May Retail Sales

Winners and Losers in May Retail Sales

The US Census Bureau released last week the advance projection May report of the Index of Economic Activity (IDEA) that includes information how consumers changed their spending last month. Consumers... ...more

Weekly Brief

June 20, 20246 min read

Consumers Are Changing Where They Spend

Consumers Are Changing Where They Spend

In this issue we identify that consumers are changing how they spend their money. It appears people are buying less fun stuff like vacations and home improvements and focusing more on boring stuff li... ...more

Weekly Brief

June 12, 20246 min read

US Manufacturers Slowing as Global Grows

US Manufacturers Slowing as Global Grows

The most recent economic tsunami was the 2020 pandemic that significantly disrupted all business and specifically manufacturing. Manufacturers were initially required to shut down operations and send... ...more

Weekly Brief

June 05, 20245 min read

Consumer Are Uncertain of the Future

Consumer Are Uncertain of the Future

Last week the Institute for Social Research (ISR) of the University of Michigan released their monthly report on consumer sentiment. For the May report, the mid-month results indicate a preliminary c... ...more

Weekly Brief

May 29, 20244 min read

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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