by Kelli McLeod | Apr 17, 2025 | News, Quarterly Newsletter
Download Newsletter Index Returns As Ross Geller famously stated on Friends…”PIVOT! PIVOT!” What was up in 2024 is now down in 2025, and vice versa. The S&P 500 dropped by 5.63% in the quarter, powered by major drops in the Magnificent 7 stocks. The...
by Kelli McLeod | Apr 17, 2023 | Quarterly Newsletter
Download Newsletter Index Returns You have heard the saying that “Stocks climb a wall of worry”. That has certainly been the case so far in the first quarter of 2023. With the Federal Reserve still raising rates, the continuing Russia-Ukraine war, the debt-ceiling...