Financial Knowledge

October 1, 2024

September is historically the most difficult month for stock

September is historically the most difficult month for stocks and coming off the Labor Day weekend the month...

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October 1, 2024

Technically Speaking – September

Long Term Resistance: SP500 5900 Long Term Support: SP500  5200 then 4900 September is historically the worst month...

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October 1, 2024

Managing Concentrated Positions: A Strategic Approach

Many of our clients hold concentrated positions in a single stock due to inheritance, executive compensation, or significant...

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October 1, 2024

Earnings

Earnings are an important determinant of a company’s share price. This is because earnings can indicate the profitability...

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September 3, 2024

Understanding Your Risk Tolerance: A Crucial Step in Volatil

As we navigate through a market hitting all-time highs and approach an election season that promises increased volatility,...

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September 3, 2024

Fiscal Policy

Fiscal Policy is the policy in which the government attempts to contain the economy through adjusted spending levels...

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September 3, 2024

A late rally in July moved the S&P 500 back into positi

A late rally in July moved the S&P 500 back into positive territory for the 8th time in the...

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September 3, 2024

Technically Speaking – August

Long Term Resistance: SP500 5625 thru 5650 Long Term Support: SP500  5300 then 5150   Markets rallied in...

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August 6, 2024

Technically Speaking – July

Long Term Resistance    SP500           5,680 Long Term Support         SP500           5,070 then 4,900 The markets saw a mixed month...

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