by admin | Sep 1, 2023 | Weekly Wrap
Dear Friends, Though August started with a negative market reaction to positive earnings, it ended with an impressive rally for the past two weeks. The IRS has also been busy this month and recently provided updated guidance with respect to the SECURE 2.0 Act and Roth...
by admin | Aug 18, 2023 | Weekly Wrap
Dear Friends, The second quarter earnings season has been ongoing over the last four weeks and so far, good news has turned out to be bad news. For the S&P 500 companies that have reported, the majority have announced results that met or exceeded expectations. So...
by admin | Aug 4, 2023 | Market Outlook, Weekly Wrap
Dear Friends, As we’re enjoying the final days of summer, the shadow of a recession appears to be gradually lifting for the US economy. Just last week, the Fed implemented yet another interest rate hike, which could be the conclusion of this rate hiking cycle....
by admin | Jul 21, 2023 | Retirement Planning, Weekly Wrap
Dear Friends, As the second quarter’s earnings season kicks off, strong results combined with economic data led to the recession narrative losing some support, though the likelihood is still high by historical standards. These updates have been the focus of headlines...
by admin | Jul 7, 2023 | Market Outlook, Weekly Wrap
Dear Friends, The past two weeks have brought with it a wide range of weather here in Charlottesville and it appears there may be some correlation to what we are seeing in the markets. All kidding aside, the US economy is proving to be more resilient than initially...
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