Global Market Commentary – February 2025

by Jonathan Masse on
Heightened uncertainty around government policy, a selloff in growth stocks, and concerns of a consumption slowdown left US indices lower for the month, with the S&P large cap index down 1.42% and Russell small cap stocks off 5.45% MTD.

Global Market Commentary January 2025

by Jonathan Masse on
Global stocks came out of the gates strong, gaining 3.36% in January following impressive back-to-back years that saw them gain 22.20% in 2023 and 17.49% in 2024.
2024 was a fabulous year for US stocks, following a similarly strong year in 2023. As I read different market opinions on expectations for 2025, I am a little unnerved by the rosy picture being painted by most of them.

Why Do People Need Financial Advisors?

by Tom Brown on
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Managing money can be a big undertaking. Many individuals are highly skilled and motivated people. While this is a positive in most cases, it can sometimes lead people to think they can do everything themselves, including managing their finances.

Short-Squeeze Targets the Stock Market

by Tom Brown on
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Short selling has gotten a lot of attention in 2021. Groups of retail traders on Reddit and other social media platforms have orchestrated targeted buying campaigns in a deliberate attempt to generate short squeezes.

Free Personal Finance Tools For You

by Tom Brown on
Keeping track of finances on a daily basis can be difficult. Luckily, a variety of websites and apps have been created to do a lot of the dirty work. Use the following tools to aid in budget creation and spending habits among other things.

Video: Financial Literacy for Children

by Tom Brown on
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Here are some great tips on how to teach savings & finance to children. It's never too early to learn about how to invest money wisely. Call (315) 897-1593.