by DERWOOD S. CHASE, JR. | Jan 6, 2023 | Market Commentary
January is the #1 S&P 500 Index and Nasdaq best performing month in pre-election years. We are mindful that all Pre-Election years since 1949 have an average gain of 16.8%, the ones after a mid-term bear market like 2022 average 20.3%. That history suggests that...
by PETER W. TUZ, CFA, CFP® | Jan 4, 2023 | Insights
The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a bond and even a collectible like a rare coin. When an...