by Bill Spalding | Mar 17, 2025 | Market Commentary
THE MARKETS From 1991 to 2020, the average temperature of the United States was 54.7° Fahrenheit. Of course, that doesn’t mean the temperature in every state on every day was 54.7°F. The weather varied dramatically from place to place and month to month. The same is...
by Bill Spalding | Mar 13, 2025 | Market Commentary
THE MARKETS A difference of opinion. Broadly speaking, there are two types of investors: individual investors and institutional investors. Individual investors invest to grow their personal wealth. This group of investors often works with financial advisors as they...
by Bill Spalding | Feb 13, 2025 | Market Commentary
THE MARKETS Wait! What just happened? Last week, investors were inundated with market-moving data and news. Stock markets gyrated as investors tried to process everything that was occurring. Here’s some of what happened: China Surprised the Artificial Intelligence...
by Bill Spalding | Jan 17, 2025 | Market Commentary
2024 YEAR IN REVIEW Congratulations to you all on the growth of your portfolios! Here is to hoping for a positive new year and continued success. Reflecting back a year and a half, I redesigned many of our portfolios based on my expectation that the end of our bear...
by Bill Spalding | Dec 13, 2024 | Market Commentary
THE MARKETS Will there be a Santa Rally? A Santa Rally refers to a tendency for markets to rise during the last weeks of December. Of course, it’s not guaranteed but it’s a well-known seasonal pattern. United States stock markets are serving another cup of cheer this...
by Bill Spalding | Nov 19, 2024 | Market Commentary
What’s Next Are we witnessing an historic event? For an airplane or a spacecraft, a soft landing occurs when the vehicle “touches the ground in a controlled and gradual way that does not damage it,” according to The Britannica Dictionary. For the American...
