Financial Knowledge

July 2, 2025

Summer tends to be a good time for the stock market

Summer tends to be a good time for the stock market, but we came into June worried about...

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July 2, 2025

Technically Speaking – June

Long-term Resistance: SP500  6225 Long – Term Support: SP500  5270 then 4680 Markets had a strong June, ending...

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July 2, 2025

Short Selling

Short selling is a strategy that investors use to either speculate the decline of an asset or to...

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July 2, 2025

Commission vs. Advisory Annuities: Why the Fee Structure Act

When we talk with clients about annuities, one of the most important things we explain is the difference...

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June 3, 2025

Bitcoin Hits New High — What Is It and How Does It Work?

With Bitcoin reaching a new all-time high, more investors are asking what it is and whether it belongs...

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June 3, 2025

Uniformed Gifts to Minors Act (UGMA)

The Uniformed Gifts to Minors Act (UGMA) allows individuals to give assets to underage beneficiaries. This account functions...

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June 3, 2025

Technically Speaking – May

Technically Speaking: Long-term Resistance: SP500  6150 Long – Term Support: SP500  5215 then 4635 Markets continued to be...

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June 3, 2025

We mentioned in last month’s letter that May has historica

We mentioned in last month’s letter that May has historically been an underperformer when it comes to stocks. ...

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May 2, 2025

Staying Invested in Volatile Markets: Why Timing the Market

Market volatility can test even the most seasoned investors. Big headlines, sharp drops, and rapid recoveries trigger emotional...

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