No one buys at the very bottom or sells at the very top, except by luck.

While everyone wants to be fully invested in stocks when they are at all time highs, there is the lingering question of when will the party end?

“He who will not risk, cannot win!” - John Paul Jones, “Father of the U.S. Navy”

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.

The end of 2025 marks three years of excellent returns in a row.

Stocks took off like a rocket ship to start the year!

January was great until its last day, and in February it was first week up, second week down, third week up, fourth week down.

Turbulence has been rough over the past month with the beginning of the war in Iraq.

Momentum with our investment process is the idea that recent past performance tends to persist into the near future.