Quarterly Strategic Review - 4th Quarter (Oct - Dec, 2025)
01.21.2026 // Quarterly Strategic Review

I’d forgive you for thinking that as we all sit here in 2026, the stock markets that are entering their fourth year of the ongoing bull market, surely must be due to peak, right? If I’m being honest (and objective), the stock markets are actually getting stronger, not weaker.

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Quarterly Strategic Review - 3rd Quarter (Jul-Sep, 2025)
10.20.2025 // Quarterly Strategic Review

Too many investors (even some of you) spend too much time and mental energy trying to make sense of the headlines and news events that we see happening...

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Quarterly Strategic Review - 2nd Quarter (Apr-Jun, 2025)
07.24.2025 // Quarterly Strategic Review
Second Quarter 2025 – July, 2025 – A Buying Opportuni...
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Quarterly Strategic Review - 1st Quarter (Jan-Mar, 2025)
04.29.2025 // Quarterly Strategic Review
Well, that was (not) fun! What started as a simple correction in ...
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Quarterly Strategic Review - 4th Quarter (Oct-Dec 2024)
01.31.2025 // Quarterly Strategic Review
Introduction to the “AllINsync” Pool! Two years ago, ...
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Quarterly Strategic Review - 3rd Quarter (Jul-Sep, 2024)
10.24.2024 // Quarterly Strategic Review
Third Quarter 2024 – October 2024 – It’s That T...
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Quarterly Strategic Review - 2nd Quarter (Apr-Jun, 2024)
08.16.2024 // Quarterly Strategic Review
An Uptrend Through Choppy Waters Since the bottom of the stock ma...
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Quarterly Strategic Review - 1st Quarter (Jan-Mar, 2024)
04.16.2024 // Quarterly Strategic Review
First Quarter 2024 – April, 2024 – Is It Only The Sta...
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Quarterly Strategic Review - 4th Quarter (Oct-Dec, 2023)
02.07.2024 // Quarterly Strategic Review
RISK TAKING PAYS OFF AFTER A CORRECTION Last quarter, I wrote abo...
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Quarterly Strategic Review - 3rd Quarter (Jul-Sep, 2023)
11.01.2023 // Quarterly Strategic Review
RISK MATTERS IN A CORRECTION Pullbacks can be challenging, espec...
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