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November Was Just Great, and This Has Been a Great Financial Year. Let Me Give You the Highs and The Lows of the Month
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November Was Just Great, and This Has Been a Great Financial Year. Let Me Give You the Highs and The Lows of the Month

  • Samantha Hart
  • 12/13/2024
  • 0

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 […]

“We have two kinds of forecasters: those who don’t know and those who don’t know they don’t know” – John Kenneth Galbraith
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“We have two kinds of forecasters: those who don’t know and those who don’t know they don’t know” – John Kenneth Galbraith

  • Samantha Hart
  • 11/14/2024
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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 […]

The end of a great quarter and the best Estate planning plan ever…
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The end of a great quarter and the best Estate planning plan ever…

  • Samantha Hart
  • 10/11/2024
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No two ways about it – the third quarter of 2024 was an excellent quarter. As was the year ended September 30th, when all major […]

The Best Months of The Stock Market Are Coming – Get Ready For Gains!
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The Best Months of The Stock Market Are Coming – Get Ready For Gains!

  • Samantha Hart
  • 09/12/2024
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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 […]

Slow your roll, don’t overthink – the cavalry is on the way!
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Slow your roll, don’t overthink – the cavalry is on the way!

  • Samantha Hart
  • 08/14/2024
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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 […]

“Save Like a Pessimist, Invest Like an Optimist” – Bill Gates
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“Save Like a Pessimist, Invest Like an Optimist” – Bill Gates

  • Samantha Hart
  • 07/17/2024
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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 […]

You Can Create Generational Wealth – Why Are You Waiting?
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You Can Create Generational Wealth – Why Are You Waiting?

  • Samantha Hart
  • 03/14/2024
  • 0

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 […]

Weather Forecasters Are More Trusted Than Economists
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Weather Forecasters Are More Trusted Than Economists

  • Samantha Hart
  • 02/07/2024
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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. […]

“Everyone got burned: Wall Street missed the great stock rally of 2023”- they might have missed it, but we did not.
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“Everyone got burned: Wall Street missed the great stock rally of 2023”- they might have missed it, but we did not.

  • Samantha Hart
  • 01/10/2024
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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 […]

Stock Market Rally – A Conundrum Between What You Hear From the Media and What You See in Real Life
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Stock Market Rally – A Conundrum Between What You Hear From the Media and What You See in Real Life

  • Samantha Hart
  • 12/08/2023
  • 0

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 […]

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Recent Posts

  • November Was Just Great, and This Has Been a Great Financial Year. Let Me Give You the Highs and The Lows of the Month
  • “We have two kinds of forecasters: those who don’t know and those who don’t know they don’t know” – John Kenneth Galbraith
  • The end of a great quarter and the best Estate planning plan ever…
  • The Best Months of The Stock Market Are Coming – Get Ready For Gains!
  • Slow your roll, don’t overthink – the cavalry is on the way!

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