The three Core ETFs in the Tactical Asset Rotation Strategy we use in almost every client portfolio are having a banner year.

The enactment of President Trump’s “Big Beautiful Bill” offers positive tax news for retirees and those nearing retirement.

The S&P 500 closed at its all-time high on Friday, June 27, at 6,173.

How am I doing? And, am I going to be okay?

Logic and feelings play a big role in investing.

The stock market is not only making big swings weekly, but also on a daily basis.

As I have said since December, the only thing I believe with certainty, is that in 2025 there will be a lot of uncertainty.

With two years of 20%+ returns by the S&P 500, it is going to be incredible if we have a trifecta of double-digit returns, but so far, so good!

Another year has come to an end. 2024 was an excellent year for returns in the stock market.