Broker Check


Thursday, January 4, 2024

We had quite a rally in the stock market towards the end of 2023.  Expectations of several cuts of interest rates in 2024 drove this rally.  Indeed, stock market investors cheered Jerome Powell’s, the Chair of the...


Monday, October 9, 2023

The bull market that began almost one year ago has been very unusual.  One of the notable aspects is the performance of small-cap stocks.  Per Lowry Research, through September 30, 2023: Of the 10 new bull markets since its...


Tuesday, September 19, 2023

Hello everyone, We are coming up on the anniversary of the stock market low, which hit October 12, 2022.  We still don’t know whether that date is the final low for the bear market that started last year.  We can...


Thursday, June 1, 2023

UFG June 2023 Market Perspective