Phil Frattali examines the wild price swings in January 2022, with all major stock indices finishing off the month in the red. Read More
Investment Review for Fourth Quarter 2021
Financial Planning, Investment Consulting
In his 15-Minute Financial Update, John Gullo recaps the events of Q4 2021. Read More
Year-End 2021 Market Update: The Good, The Bad & The Fed
Financial Planning, Investment Consulting
Phil Fratalli recaps the wild year in the global equity markets, including COVID disruptions, high inflation, supply chain bottlenecks, and more. Read More
November 2021 Market Update
Financial Planning, Investment Consulting
Volatility in the markets put many stocks on sale in November. Phil Frattali explores the uncertainty and several factors fueling the turmoil. Read More
October 2021 Market Update
Financial Planning, Investment Consulting
Despite the uncertainties, the market is proving to be as resilient as a kid fighting the cold Buffalo weather in the spirit of trick-or-treating. Read More
Sustainable Investing
Investment Consulting, Tax Consulting
John Gullo from Sanderson discusses approaches to sustainable (ESG) investing and the financial justification for sustainable business practices. Read More
Investment Review for Third Quarter 2021
Financial Planning, Investment Consulting
In his 15-Minute Financial Update, John Gullo recaps Q3 2021, including asset returns, regulation in China, shipping bottlenecks, inflation, and more. Read More
September 2021 Market Update
Financial Planning, Investment Consulting
Phil Frattali recaps why September was a choppy month for the market, including government debt concerns, Fed signals, supply chain issues, and more. Read More
August 2021 Market Update
Financial Planning, Investment Consulting
Phil Frattali reviews the seventh positive month in a row for the S&P 500, despite an array of natural and man-made challenges. Read More
July 2021 Market Update
Financial Planning, Investment Consulting
July 2021 was a busy, interesting month. Phil Frattali highlights stock gains, bond delines, economic data, COVID-19 resurgence, and more. Read More