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I’m excited to put my expertise to work to help both current and future clients reach their financial goals.

There is rarely an average year in the stock market.

Good luck predicting what’s going to happen from one year to the next.

Menu prices have outpaced national inflation rates at every fast food restaurant since 2014.

Where inflation is and where it isn’t

After gaining 27% from the Oct low, this rally is starting to slow down.

Could be time for a healthy correction.

Since the 2009 low, we have experienced 22 corrections of 5% or more.

Although it has been a mild year so far, it would be perfectly normal to have a short term correction.

Growth of $100 by asset class from 1970-2023

Did you know the average home could cost over $1.5M 🤯

That's why it's important to run the numbers before buying...

➡️ How much can I afford?
➡️ What are my all in costs?
➡️ How much to put down?
➡️ Should you rent or buy?
➡️ Impact of changing interest rates

U.S. housing price returns past 10 years..

2023: 5.6%
2022: 5.7%
2021: 19.2%
2020: 10.8%
2019: 3.6%
2018: 4.4%
2017: 6.1%
2016: 5.2%
2015: 5.0%
2014: 4.3%

Why not just invest in the S&P 500?

Investing in the S&P 500 has done well the past decade. However, there are long periods of time when the S&P 500 lags

S&P 500: The 26% gain over those five months puts this rally in the 98th percentile of history since 1936.

Source BofA

Performance Of The Magnificent 7 Since The Launch of
ChatGPT

Are we overdue for a pullback?

The S&P has closed higher 16 of the last 18 weeks.

That hasn’t happened in more than 50 years 👀

For the first time in 27 months, Bitcoin reached a new high

1,700 bitcoin is worth over $100 million today 🥲

Since this post, ARKK is down 49% and the S&P 500 is up 53%

EV stocks have been hit hard lately.

% off highs:

Tesla -50%
Nio -91%
Rivian -93%
Lucid -94%
Fisker -98%