What Do You Think?

What Do You Think? Our inboxes are full of market and economy projections for 2023, most of which are completely worthless. In early December, 2021, Reuters ran a story with this opening line: “The S&P 500 will gain 7.5% between now and the end of 2022 to finish at 4,910, driven by earnings and economic […]
READ POST

New for 2023 – Secure Act 2.0

New for 2023 – Secure Act 2.0 As part of the $1.7 trillion omnibus spending bill, changes are coming to retirement plans beginning next year. The idea is to get more people to save more for retirement, which is a good thing, but be careful, saving too much in retirement accounts can have a downside, […]
READ POST

It’s Always Darkest, Right Before the Dawn

It’s Always Darkest, Right Before the Dawn First, we wish all our readers a most enjoyable holiday season. It is not lost on us that Hanukkah, the Jewish Festival of Lights, and Christmas, celebrating the birth of Christ, the ‘light of the world’ for Christians, are both celebrated near the Winter Solstice. Now, each passing […]
READ POST

Expectations are Limited in 2023 with Jake Jolly | Palumbo Podcast

Expectations are Limited in 2023 with Jake Jolly | Palumbo Podcast Jake Jolly is a Senior Investment Strategist at BNY Mellon Investment Management. In this role, he is a primary contact for the firm’s largest and most complex clients, providing ongoing updates on the market outlook, investment philosophy, process, and performance across asset classes. He […]
READ POST

Nothing to See Here… Move Along…

To be honest, we’re getting pretty tired of dealing with market fireworks every time the Fed provides a hint of what they are going to do next. Traders are logically obsessed, but investors need not be dragged into this obsession. This week was a perfect example. The market twitched wildly to the perception of a […]
READ POST