February 2024 Investor Report
The AI rally continued through February as the handful of stocks led higher headline indices. The technology-heavy Nasdaq Composite Index appreciated 6.1% for the month…
January 2024 Investor Report
The stock market used the end-of-year momentum to generate gains for the year’s first month. The benchmark S&P 500 generated 1.5%, while the Dow Jones…
Don’t fret over one chart
By: Stash Graham When evaluating a stock many retail investors look at many types of charts displaying a company’s share price. Fear generally comes when…
Qualified dividends: A good way to mitigate that tax bill
By: Stash Graham For an investor, who is approaching, or is in retirement, maximizing asset growth is not a typical goal, but maximizing income generation…