What’s New?
Scroll for helpful tips, stories, and news.

Daily Market Report June 3rd, 2025
After a very weak opening again, the market turned around nicely to the upside and ended with additional gains to start the month of June, which follows a very strong month of May, which began when things were down in the dumps.

Daily Market Report June 2nd, 2025
The market closed the week with a relatively quiet day, although there was huge intraday volatility from mid-day until the close.

Daily Market Report May 30th, 2025
A huge rally for stocks that began in Asia on Thursday evening with the Dow stock index futures up by 600 points, the S&P was ahead by 90 and the Nasdaq up by 400 lost steam after sweeping into Europe and the United States amid uncertainty about what will happen next after a U.S. court blocked many of the many of the President’s sweeping tariffs.

Daily Market Report May 29th, 2025
After a huge higher day on Tuesday to start the week, things cooled off yesterday on some profit-taking after the rally.

Daily Market Report May 28th, 2025
After the worst weekly showing since early April last week, the market’s roller-coaster ride created by the President’s trade policies, exploded back upward yesterday, this time because of a delay in his tariffs on the European Union.

Daily Market Report May 27th, 2025
The market fell Friday after President Donald Trump threatened 50% tariffs on the European Union that could begin in a little more than a week.

Daily Market Report May 22nd, 2025
After Tuesday’s loss following a six-day winning streak, the market got absolutely destroyed yesterday under the weight of pressure from the bond market, where Treasury yields climbed on worries about the U.S. government’s spiraling debt in addition to other negative concerns.

Daily Market Report May 21st, 2025
After a rally of seven days, the market finally fell under the weight of this tremendous turnaround from a rally based on low prices to nearly all the way back to its best levels set earlier this year.

Daily Market Report May 20th, 2025
To start the new week, the market rose after a very weak start despite the U.S. losing its last AAA credit rating on Friday. Since the U.S. and China made a deal to temporarily roll back tariffs last week, the market has been moving up strongly.

Daily Market Report May 16th, 2025
The market continued drifting mainly upward, with the stocks that have done the best recently, mainly the high-flying technology leaders taking the day off and those stocks that tend to lag when the former do better, taking the upward spotlight.

Daily Market Report May 15th, 2025
After the first two days of strong upside moves by the S&P and Nasdaq to start the week, things yesterday continued on the same pattern as the Dow was weighed down by weakness in its traditional choppy issues while the other two indices kept moving higher mainly based on the newfound, ongoing strength in technology which everyone hated a few weeks ago.

Daily Market Report May 14th, 2025
Following Monday’s upside explosion to start the week, the market did very well again yesterday, except for the Dow being distorted which knocked off around 400 points of that index just by itself. Otherwise, things were fine.

Daily Market Report May 13th, 2025
The market underwent a huge rally to start the new week after China and the United States announced a 90-day truce in their trade war. Each of the world’s two largest economies agreed to take down temporarily most of its tariffs against the other, which economists had warned could start a recession and create shortages on U.S. store shelves.

Daily Market Report May 12th, 2025
The market gave up early gains on Friday and drifted to end lower, and this late drift prevented the market from adding to the prior two week’s gains. And it was actually the first week in seven where the S&P moved by less than 1.5% after worrying about fears about the President’s trade war and hopes that he’ll relent on some of his tariffs.


Invest in Experiences
While it's important to manage your finances responsibly, don't forget to invest in experiences that enrich your life. You will never regret making memories with the people you love.

Goals vs. Wishes
"A goal without a plan is just a wish" by Antoine de Saint-Exupéry
reminds us that dreams alone are insufficient to achieve success.

Daily Market Report May 9th, 2025
The market rose yesterday after the United States and United Kingdom announced a deal on trade that would lower some tariffs between the two countries, the first of what investors hope will be enough agreements to keep a recession from hitting the economy.

Daily Market Report May 7th, 2025
U.S. stocks closed lower Tuesday as quarterly results show more companies are tempering their forecasts for upcoming profits because of uncertainty created by the President’s tariffs.

Daily Market Report May 6th, 2025
I had said that the market looked a little tired during the Monday morning meeting, and sure enough it did as it broke a nine-day winning streak.
Let’s work together