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Mark Weiskind Named as an AdvisorHub Top 200 RIA Advisor to Watch 2024
We’re excited to announce for the second straight year, our own Mark Weiskind was named on the AdvisorHub's 200 RIAs to Watch list, this year at #20! This award recognizes advisors that have assembled efficient and productive teams and have achieved scale without comprising their level of service, all [...]
Market Commentary 6/30/2024
By: Matt Garrott The S&P 500 continued its march higher, up 4.3% in the second quarter with 3.6% of that in June. The index has gained 15% in the first half of the year and continues to set new all-time highs. If the objective of investing [...]
Dow 40,000
By: Matt Garrott The S&P 500 gained 4.8% in May, offsetting the 4.2% dip in April. Year-to-date the S&P 500 is up over 11% while the Bloomberg US Aggregate Bond Index continues to struggle, down about 1%. The Dow Jones Industrial Average made history on May [...]
Happy 5/29!
By: Dan Shomper Today is one of those unofficial holidays where financial folks get a chuckle over the date matching up with a financial topic. On the list of date puns it falls after Pi day (3/14) and Star Wars day (May the 4th [be with [...]
Why Don’t You Just Buy the Good Stocks?
By: Matt Garrott The S&P 500 gave back almost half of its first quarter gains in April, dropping over 4%. The Federal Reserve held rates steady as US GDP came in well below expectations and inflation remained sticky. The US Postal Service recommended raising the price [...]