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What's on our minds? You can read about it in our blog! Changes in tax laws, estate planning, and insurance regulations and general market fluctuations in the market place can affect your invstment and planning strategies. Our weekly blog will keep you current on everything you need to know to pursue your financial objective. We will even keep you updated on the newest events in the Tampa Bay area! 

Tuesday, October 25, 2022

Earnings, Fed Spark RallyThe stock market narrative shifted last week from Fed interest rate hikes (a persistent drag on investor sentiment) to corporate earnings, which boosted investor enthusiasm with better-than-expected results....

Monday, October 17, 2022

Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...

Tuesday, September 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance.The Dow Jones Industrial...

Monday, August 29, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...

Monday, August 22, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...

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Monday, August 15, 2022

An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...

Tuesday, August 9, 2022

Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...

Wednesday, August 3, 2022

Stocks Rally on EarningsIt was an inauspicious start to the week after a big-box retailer missed earnings and reduced forward guidance on Tuesday, sparking a broad market retreat. But sentiment improved following mega-cap...

Tuesday, June 7, 2022

Welcome to June!What a relief to have May in the rearview mirror after a volatile month (in both the markets and the headlines). Surprisingly, despite weeks of negative performance, the major stock indexes actually finished flat,...

Tuesday, May 31, 2022

Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...

Tuesday, May 24, 2022

Recession fears grew last week following weak earnings reports from major retailers, sending stocks lower.The Dow Jones Industrial Average fell 2.90%, while the Standard & Poor’s 500 lost 3.05%. The Nasdaq Composite index dropped...

Wednesday, May 18, 2022

Tuesday, May 10, 2022

Monday, May 9, 2022

Tuesday, April 26, 2022

Wednesday, April 20, 2022

Monday, April 11, 2022

Tuesday, April 5, 2022

Monday, March 21, 2022

Tuesday, March 15, 2022

Monday, March 14, 2022

Tuesday, March 8, 2022

Monday, February 28, 2022

Friday, February 25, 2022

Tuesday, February 22, 2022

Friday, February 18, 2022

Tuesday, February 15, 2022

Friday, February 11, 2022

Thursday, February 3, 2022

Friday, January 28, 2022

Thursday, January 20, 2022

Friday, January 14, 2022

Friday, January 7, 2022