Insights

January 8, 2024

Market Review - 4th Quarter 2023

Q4 Performance and Timeline of Events

January 5, 2024

2023 Recap

The Recession That Wasn’t

December 15, 2023

My Recent Trip

Visiting the Land Down Under

November 16, 2023

What I’m Reading

In lieu of a regular blog, I thought you might enjoy the work of others I found interesting. Enjoy!

November 8, 2023

My Thoughts on a Recent Article

Reasons to Stay Positive

August 30, 2023

Concentration Risk

Are you overexposed to a small number of securities?