Category: Blog

After a rocky start to the year, markets have staged a strong comeback. What began as a sharp pullback and rising investor anxiety has turned into one of the more impressive rebounds we have seen in recent memory. The S&P...

If you blinked, you might have missed it. April 2025 delivered one of the most remarkable financial market turnarounds in recent history. After a sharp sell-off driven by fears of new tariffs and geopolitical uncertainty, global...

In the mid-1980s, I was about a year into a new position with Merrill Lynch. I was fortunate to have landed there and felt a deep sense of gratitude and responsibility. I worked hard and learned fast, but at the time, I didn’t...

In the mid-1980s, I was about a year into a new position with Merrill Lynch. I was fortunate to have landed there and felt a deep sense of gratitude and responsibility. I worked hard and learned fast, but at the time, I didn’t...

Markets are jittery, global headlines read like a slow-motion economic collision, and investors, especially the more conservative ones, are wondering whether they should be acting more defensively or sticking to long-term plans....

The year 2024 stood out as a period of robust performance for US markets, highlighted by a 25% total return S&P 500, right after a 26.3% gain in 2023. This success came despite weak global growth and underscored the unique...

Election season always brings a sense of heightened anxiety, with many people worrying about how the outcome will affect the economy, their investments, and the market as a whole. This concern has only intensified over the past...

In 1982 English rock band The Clash released their hit song Should I Stay or Should I Go?. You’ve likely heard it, but like me may not have realized that it took ten years to reach peak popularity, and that was largely due to a...

By Greg Stewart, CIO A few weeks ago, as the market experienced a pullback for no apparent reason, I began to hear a little grumbling around the office (OK, I’ll admit, it was Dan Darchuck doing the grumbling). After a great run...

By: Dan Darchuck, CFP, CPWA – Co-founder Topturn Capital Featuring: Jeff Hamilton, CPA – Principal, Sierra View Tax & Consulting “Let me tell you how it will be. There’s one for you nineteen for me, ‘cause I’m...

By: Greg Stewart, CIO Last year started off with a great deal of pessimism and concern. In my  January 2023 post, I noted investor concerns over recession, inflation, rising interest rates, and war. Everyone seemed to be scared...