Market Week: May 15, 2023

Following the Federal Reserve’s (Fed’s) decision to raise the federal funds rate to a range of 5.00%-5.25%, investors scoured April’s CPI report and the 1Q Senior Loan Officer Survey in an attempt to get a sense of the Fed’s next steps.

E2E Alert! SIM Swapping

  E2E Alert! SIM Swapping. What happened to one of our clients… We had a scary call from one of our clients last Friday. She had her cell phone data stolen and one of her bank accounts hacked and money taken. Things are now under control but it is a reminder to...

Market Week: May 08, 2023

Recent data have shown a loss of economic momentum, with declining job openings, tightening lending conditions and surveys indicating lower business spending and hiring plans..

Passive Income for Dentists

Passive Income for Dentists 5 Options for Dental Practices One of the hot topics in dentistry is finding passive income opportunities for dentists. For many dentists being behind the chair for 30+ years is not their goal. What passive income options do dentists have?...

Sell in May?

While the market maxim says to “sell in May,” since 1945, the S&P 500’s median performance during May has been a gain of 1.0% with positive returns 60% of the time. In years when the S&P 500 has been up year-to-date (YTD) through April (like this year), its...