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When we meet with a prospective client for the first time we have, what we call the “Is there a Fit” agenda. Many of you have heard of this and many of you have seen this agenda. This is a way for the prospective client to interview us and a way for us to interview… Read More
Remember the Clinton years? One crisis blending into another from alleged stealing to sex on the couch; fun, wasn’t it? Yep, the President of the U.S.A. So here we are and it’s Trump’s turn. Is it the same, are the two men the same, are the issues the same? No. but, the music is, and… Read More
Moms all over Gainesville (including me) are trying to figure out the best summer camps for their children for over the summer. Some need half-day, some need full-day and some need overnight. Thankfully, Gainesville has several fun and educational camps. Below are the day camps I hear the most about from parents and kids: Quinlan… Read More
The Semiconductor Index (.SOX) broke out to a new high this week. If semiconductor stocks are moving higher, we feel it is a good sign that the broad markets will also, potentially, continue to move higher. So, we will be watching to see if the S&P can also break out and stay new highs. … Read More
It’s The Walter Mitty race at Road Atlanta – the 40th running. It is one of the major historic car races of the year and represents an opportunity to be around cars and people who have written many of racing’s greatest chapters. At the start, I do not focus on winning. In fact, the first… Read More
I have to admit as many plans as I’ve done and college tuition costs I’ve estimated college expenses scare me, so in my mind I’ve already set some boundaries for Gabby when she starts college, but am I being fair? My boundaries are: No out-of-state college unless there’s a substantial scholarship being offered I’m not… Read More
Headline News: The futures market remains under pressure after Netflix (NFLX 408.00, -100.25, -19.7%) forecasted slower subscriber growth for the first quarter, keeping a lid on other growth stocks despite a decline in interest rates. The S&P 500 futures trade 14 points, or 0.3%, below fair value, while the Nasdaq 100 futures trade 0.8% below… Read More
Headline News: Wall Street is set to open higher after strong fourth-quarter earnings from major U.S. companies. Bank of America (BAC) beat estimates for profits, and Morgan Stanley (MS) also had higher profits than analysts’ estimates. Procter & Gamble (PG) and United Health (UNH) were also higher on better than expected earnings reports. Meanwhile, the… Read More
Headline News: Wall Street is set to open sharply lower after Goldman Sachs (GS) missed expectations for Q4 earnings and was trading down 4% in pre-market trading. Also, Treasury yields marched higher as the 2-year yield moved above 1% for the first time since February 2020, and the 10-year note moved to 1.83%, its highest… Read More
Headline News: Wall Street is set for a lower open after mixed Q4 reports from several major banks and a weak retail sales report. JPMorgan (JPM) beat expectations but had weak trading profits and was down 3%. Wells Fargo (WFC) gained 1.5% after reporting a rise in profits. However, the Commerce Department reported U.S. retail… Read More
Headline News: Wall Street is set for a flat open despite good earnings from two economically sensitive companies. Delta (DA) was higher by 1.7% after posting higher profit and revenue for Q4 and reaffirmed full-year guidance. After reporting better-than-expecting earnings, KB Home (KBH) was higher by 8%. According to Refinitive, analysts are expecting Q4 earnings… Read More
Headline News: Wall Street is set for a higher open after consumer price data came out within economist expectations. The consumer price index increased 0.5% last month, and the year-over-year number rose to 7%, the most significant twelve-month increase since 1982. Fed Chairman Jerome Powell said the U.S. central bank stood ready to do what… Read More
Headline News: Wall Street is set for a lower open after the December jobs report came in short of expectations. The nonfarm payrolls report showed an increase of 199,000 vs. expectations of 422,000. However, average hourly earnings increased by 0.6%, and the unemployment rate fell to 3.9%, well below expectations of 4.1%. The news sent… Read More
Headline News: U.S. stock futures are flat a day after heavy selling due to concerns after the release of the Federal Reserve December minutes. The Fed plans to reduce the number of Treasury and mortgage-backed securities it holds and continue its bond tapering policy. Also, a rate hike is now being priced into markets, causing… Read More
It is the first working day in January, and every business is at zero: zero sales, zero expenses, and zero profits. So, will we have a better, another record-setting year? What is the likelihood? A few things have not changed; we are all working to improve the outcomes of our clients and customers, and in… Read More
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