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When Will the Game Stop?

GameStock stocks went up

Understand what’s going on with GameStop—what happened & why. Read on for a clear explanation of all the moving parts (hedge funds, shorts & the short squeeze)!

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Quarterly Market Review – Fourth Quarter 2020

Quarterly Market Review

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct. – Dec. 2020. (Includes the 2020 Annual Review!)

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Quarterly Market Review – Third Quarter 2020

Q3 Quarterly Market Review

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2020.

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Dollar Cost Averaging vs Lump Sum Investing

Comparing dollar cost averaging an lump sum investing

Dollar-cost averaging is an outstanding strategy to use when investing over time. However, the data suggests lump-sum investing may be a better option when dealing with large cash inflows.

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Quarterly Market Review – Fourth Quarter 2019

quarterly market review for Q4 2019 and 2019 annual review

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct – December 2019. (Includes the 2019 Annual Review)

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