Category: Market Updates
December Market Update Smart Tax Harvesting Strategies Before Year-End
December Market Update: Smart Tax Harvesting Strategies Before Year-End

The Hidden Cost of Ignoring Tax Management If you hold accounts outside...

December Market Update Smart Tax Harvesting Strategies Before Year-End
December Market Update: Smart Tax Harvesting Strategies Before Year-End

The Hidden Cost of Ignoring Tax Management If you hold accounts outside...

Why Market Highs Feel Scarier Than They Really Are
Why Market Highs Feel Scarier Than They Really Are

When the stock market reaches new highs, it can trigger a wave...

Why Market Highs Feel Scarier Than They Really Are
Why Market Highs Feel Scarier Than They Really Are

When the stock market reaches new highs, it can trigger a wave...

Markets Surge Despite Global Tensions: Weekly Financial Recap
Markets Surge Despite Global Tensions: Weekly Financial Recap

Markets Surge Despite Global Tensions – The final week of June brought...

Markets Surge Despite Global Tensions: Weekly Financial Recap
Markets Surge Despite Global Tensions: Weekly Financial Recap

Markets Surge Despite Global Tensions – The final week of June brought...

Steady Through the Storm Finding Calm Amid Global Tensions
Steady Through the Storm: Finding Calm Amid Global Tensions

Global Tensions – The news has been heavy lately. Images of missiles...

Steady Through the Storm Finding Calm Amid Global Tensions
Steady Through the Storm: Finding Calm Amid Global Tensions

Global Tensions – The news has been heavy lately. Images of missiles...

Market Insights Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025
Market Insights: Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025

Market Insights: The financial markets the end of May were a rollercoaster,...

Market Insights Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025
Market Insights: Tariff Delays, Robust Q1 Earnings, and the Case for Rate Cuts in May 2025

Market Insights: The financial markets the end of May were a rollercoaster,...

Market Update - Selloffs, Tariffs and Trade
Market Update – Selloffs, Tariffs and Trade Oh My

 Market Update – Selloffs, Tariffs and Trade – In the past...

Market Update - Selloffs, Tariffs and Trade
Market Update – Selloffs, Tariffs and Trade Oh My

 Market Update – Selloffs, Tariffs and Trade – In the past...

Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on...

Q4 2024 MARKET REPORT
Q4 2024 MARKET REPORT

Q4 2024 MARKET REPORT – The fourth quarter of 2024 ended on...

Why the Market is Dropping—And How to Stay on Track
Why the Market is Dropping—And How to Stay on Track

In the world of investing, market corrections are a normal part of...

Why the Market is Dropping—And How to Stay on Track
Why the Market is Dropping—And How to Stay on Track

In the world of investing, market corrections are a normal part of...

Navigating Economic Trends: State of the Union Market Update with Guy Riccardi
Navigating Economic Trends: 2025 State of the Union Market Update with Guy Riccardi

Navigating Economic Trends: State of the Union Market Update with Guy Riccardi...

Navigating Economic Trends: State of the Union Market Update with Guy Riccardi
Navigating Economic Trends: 2025 State of the Union Market Update with Guy Riccardi

Navigating Economic Trends: State of the Union Market Update with Guy Riccardi...

First Friday Focus Annual Financial State Of The Union
First Friday Focus Annual Financial State Of The Union

First Friday Focus Annual Financial State Of The Union  A Mission...

First Friday Focus Annual Financial State Of The Union
First Friday Focus Annual Financial State Of The Union

First Friday Focus Annual Financial State Of The Union  A Mission...

Deciphering Fed - Managing Market
Deciphering Fed – Managing Market

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering...

Deciphering Fed - Managing Market
Deciphering Fed – Managing Market

Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering...

July Market Update - Debt Ceiling Rising while Interest Rates Hold
Debt Ceiling Up – Rates Steady

July Market Update – Debt Ceiling Rising while Interest Rates Hold: Much...

July Market Update - Debt Ceiling Rising while Interest Rates Hold
Debt Ceiling Up – Rates Steady

July Market Update – Debt Ceiling Rising while Interest Rates Hold: Much...

May Market Update
May Market Update

It’s finally starting to feel like summer outside (t least for a...

May Market Update
May Market Update

It’s finally starting to feel like summer outside (t least for a...

April 2023 Market Update
April 2023 Market Update

Recently, my neighbor hired my boys to take care of their cat...

April 2023 Market Update
April 2023 Market Update

Recently, my neighbor hired my boys to take care of their cat...

Market Update - A Turbulent Ride
Market Update – A Turbulent Ride

“Hold on, we’re in for a bumpy ride.” When I hear those...

Market Update - A Turbulent Ride
Market Update – A Turbulent Ride

“Hold on, we’re in for a bumpy ride.” When I hear those...

February 2023 Market Update - 2023 Opportunities
February 2023 Market Update – 2023 Opportunities

Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell...

February 2023 Market Update - 2023 Opportunities
February 2023 Market Update – 2023 Opportunities

Market Outlook ~ rising interest rates, market volatility, inflation… Can you tell...

February Power Hour - State of the Union
February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

February Power Hour - State of the Union
February Power Hour – State of the Union

Dream Story – Jim and Dori, Little Wolf Farm CBD One of...

December Market Update - Tax Harvesting
December Market Update – Tax Harvesting

December Market Update – Tax Harvesting This is the last market update...

December Market Update - Tax Harvesting
December Market Update – Tax Harvesting

December Market Update – Tax Harvesting This is the last market update...

November Market Update
November Market Update

November Market Update: Market Update We just finished our midterm election, which...

November Market Update
November Market Update

November Market Update: Market Update We just finished our midterm election, which...

Market Update - Returns vs Results
Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...

Market Update - Returns vs Results
Market Update – Returns vs Results

Market Update – Returns vs Results: Market Update – Returns vs Results...