October 2, 2023
By Brett Freese August and September are historically challenging months for stocks and this year was no exception. The surprise has been in longer-term bond yields […]
July 4, 2023
By Brett Freese Going into April this year, most investment professionals, news sources, and investors were bearish or at best concerned about stocks (anticipating some big […]
April 1, 2023
By Brett Freese What an interesting start to 2023 – The Fed continued interest rate hikes, a few banks failed, and US Large Cap growth stocks […]
January 2, 2023
By Brett Freese 2022 was a very challenging year, but many great changes and opportunities are here and are coming. Over the last few decades for […]
October 1, 2022
By Brett Freese What to do when a wise diversified portfolio plan that has worked for decades does not feel or look to be working now? […]
July 1, 2022
By Brett Freese Market Highlights: Worst first half of a year for investors since 1970. 1970??? I was born in August of that year. Therefore, I […]
April 1, 2022
By Brett Freese Market Highlights: The major stock and bond indices were all down this past quarter (see “Market Scorecard” below). Gold was up 5.88% price […]
January 3, 2022
By Brett Freese Market Highlights: Stocks were curiously lopsided in performance in the last quarter of 2021. Interesting notes: US Large Cap stocks greatly outperformed US […]
October 1, 2021
By Brett Freese Market Highlights: Stocks had a flat to slightly negative 3nd quarter. Interesting notes: US Large Cap stocks continue to outperformed US Small Cap. […]