Beyond the Bell

What is the Behavior Gap?

Market Outlook Fall 2023

Tiger Woods’ Putting Precision: Lessons in Consistency
Tiger Woods’ journey to becoming a golf maestro carries an additional layer of significance in the context of his early golf career. Contrary to the conventional pursuit of mastering the longest drive off the tee, Tiger consciously chose to prioritize an aspect of the game often deemed less glamorous – putting.

Three Financial Tips for Holiday Gifting

Street$marts: Magnificent 7, Market Concentration and Dividend Paying Stocks

Attention-grabbing Headlines: Wars, Money Supply, Interest Rates, and Bitcoin

H&R Leaders Honored by Rochester Business Journal

Why Avoiding Billionaire Investment Advice Benefits Your Financial Plan

AGI vs. Taxable Income vs. MAGI —Why it Matters
LATEST STREET$MARTS

Street$marts: Magnificent 7, Market Concentration and Dividend Paying Stocks

Decoding Finance Industry Designations
LATEST Reports
Market Outlook Fall 2023
As we turn the calendar to the closing months of 2023, we look back and consider how the year has unfolded compared to expectations at the beginning of the year. A year ago, the consensus opinion was that economic conditions would be poor in the first half of the year, likely including a recession, and the economy would recover in the second part of the year. Most investors expected a weak first half for stocks, with a rebound later in 2023. Contrary to the consensus belief, the economy proved far more resilient than expected through September, driving equity returns far above expectations in the first half of 2023 as investors’ calls for a 2023 recession went silent by mid-summer.

Market Outlook Summer 2023

Market Outlook Spring 2023

Market Outlook Winter 2023
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David McCullough
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