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July 2023 Market Commentary: The Magnificent Seven
Almost every bull market has a phrase attached to it calling out the stocks that are leading that market. In the 1970s it was the “nifty-fifty,” in the late 1990s it was the “dot.com era.” This year we have what many have called the “Magnificent Seven.” The...
February Market Commentary and Review: Risk On!
I can’t think of any two words that better describe equity markets in the U.S. so far this year. After big losses in both stocks and bonds last year, optimists hoped we would soon see markets recover as both inflation and interest rate hikes were going to end....
Capital Gains Primer- Key Terms to Know and Understand
When discussing capital gains, there are a few key terms and phrases you should know in order to truly understand them. Below are eight key phrases usually used when discussing capital gains. □ Short-Term Capital Gain A gain on an asset that is owned by a...
