Didn’t see a war coming in the first quarter… It felt like we would have a continuation of 2025, at least through the first half of 2026, but war always brings a downside. At least some of the stocks we have been interested in buying have better prices. The problem is the stocks we already hold also have better prices, lower ones! Which doesn’t help us! They say we have an average of one market correction every two years, some are worse than others, some happen so fast, if you went on … [Read more...]
March 2026 Recap
March 2026 Recap … [Read more...]
Spring Clean Your Yard – And Your Investments
How a seasonal tradition can inspire financial clarity and confidence Every spring, something shifts. It’s not just the weather. The entire spirit of the season seems to lean into action: the deep clean, the yard work, the donation boxes, the closet purge. Spring cleaning is both a ritual and a relief – a way to reassert control over what feels chaotic or cluttered. But while we wipe windows and prune hedges, our financial lives often remain neglected. A spring refresh of your portfolio can … [Read more...]
March Madness and the Dow
Who Wins? And What a Decade of Hindsight Can Teach Us Every evening, news anchors cite the Dow Jones Industrial Average as though reading the pulse of the nation. Financial professionals watch its daily moves and longer-term trends as a barometer of corporate health and economic sentiment. But what exactly is the Dow, does it still matter in a world of algorithm-driven trading and AI-powered markets, and can we really spot useful performance patterns from one year to the next? A decade ago, … [Read more...]
February 2026 Recap
February 2026 Recap … [Read more...]
Kevin Warsh’s Appointment as Fed Chair
What It Could Mean for the Economy and Investors The news is finally out — former Federal Reserve Governor Kevin Warsh has been nominated to lead the U.S. Federal Reserve, capping months of speculation and setting the stage for what could be a defining period in central banking. For investors and financial professionals alike, this leadership shift arrives at a moment of both uncertainty and opportunity. Warsh, who served on the Fed’s Board of Governors during the 2008 global financial … [Read more...]
Tax Season
Tax Season has begun What You Need to Know... This week marks the official opening of the 2026 federal tax filing season, when the Internal Revenue Service begins accepting and processing 2025 individual income tax returns. For many Americans, this filing period will feel different from prior years—not just because of new forms and digital tools, but because of a significant wave of temporary tax changes that could translate into larger refunds, lower tax bills, and new planning opportunities … [Read more...]
January 2026 Recap
January 2026 Recap … [Read more...]
January Market Commentary
Happy New Year! Do you feel like 2025 was just a blur? Lots of market action all year, maybe that’s why 2025 came and went so quickly? I hope the markets are a little calmer this year. Of course, the media won’t let us have calm…. They like madness! So probably skip as much media as you can this year. As far as markets and forecasting, what will happen in 2026, we don’t know. But, as I mentioned back in the summer, when the market came back so quickly after the April dip, statistically, … [Read more...]
Dogs of the Dow 2025 Review
Another Strong Year Sets Stage for 2026 The "Dogs of the Dow" is an investment strategy that focuses on selecting the 10 highest-yielding dividend stocks in the Dow Jones Industrial Average (DJIA). The idea behind the strategy is simple: by buying the stocks that offer the highest dividend yields in the DJIA, investors can potentially benefit from both dividend income and capital appreciation. The strategy is based on the belief that companies with higher-than-average dividend yields are often … [Read more...]