Author: Samantha Hart

It is hard to explain how good the month of November 2024 has been. Not only did the financial markets hit all-time highs, but there […]

I guess you could classify me as one of those forecasters above. I am not sure whether it is the former or the latter, but […]

No two ways about it – the third quarter of 2024 was an excellent quarter. As was the year ended September 30th, when all major […]

In the first part of August, I received many phone calls from clients who believed the world was surely coming to an end. I reassured […]

Since announcing my semi-retirement, I have been reminiscing on my 35-years of investing for clients and my 53-year CPA career. In the beginning, we did […]

The month of June was an extraordinarily good month for our investments since they grew unexpectedly to mid-year heights. It is hard to imagine that […]

I know I write endlessly about the importance of investing early and often, yet most people do not realize how important this is in creating […]

Over the last several years, the profession of an economist has fallen to new lows. And quite frankly, they deserve the demotion they have received. […]

It is hard to explain how satisfying the financial year was for 2023. After the dire predictions of Wall Street for recession and a down […]

For the last two months, the Standard and Poor’s 500 Stock Index was up 14.1% yet you do not read much about that rally in […]