Advisory Notes
June 2025 – Second Quarter in Review
The second quarter of 2025 ended on a very
positive note with technology leading the market after the tariff lows in April.
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March 2025 – First Quarter in Review
The first quarter of 2025 wrapped up with abundant fireworks as the President and his committees’ aggressive plans to reduce the government excess and protect American business with tariffs in the first one hundred days went into effect.
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December 2024 – Fourth Quarter in Review
The economy continues to race along in a positive
fashion with the equity markets following up 2023’s return of 26% with another 20% plus return for 2024.
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September 2024 – Third Quarter in Review
As fall rolls in and we say goodbye to summer, the third quarter has created some fireworks.
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July 2024 – Second Quarter in Review
As we head into the second half of 2024, we see inflation moderating towards the 3% mark from the highs of 10% eighteen months ago.
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Bull and Bear Bulletin
Bull and Bear Bulletin - June 2025
The Federal Reserve’s target range for the federal funds rate is 4.25 % to 4.50 %.
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Bull and Bear Bulletin - May 2025
The above are mostly news story headlines from CNBC, WSJ, Barron’s, CNN, MSN, Bloomberg, and NBC news that occurred in April with some quotes from “respected” financial “journalists.” This is but a small sample of the media hysteria that occurred in April.
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Bull and Bear Bulletin - March 2025
Like the United States, Europe has its own defense complex made up of companies located primarily in the United Kingdom, France, Germany, and the Nordic countries.
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Bull and Bear Bulletin - February 2025
The opinions were all written and waiting to be published. They reflexively explained that tariffs are either recklessly dangerous or boldly appropriate.
Investors today are operating in a noisy information environment that is moving quickly.
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Bull and Bear Bulletin - December 2024
Since the eve of the presidential election on November 4, 2024, the Russell
2000 Index, comprised of smaller companies, has reached a 52-week high.
Tax Titbits
Beneficial Ownership Information Reminder
In 2021, Congress enacted the Corporate Transparency Act. This law creates Beneficial Ownership Information (BOI) reporting requirement as part of the government of the United States efforts to make it harder for bad actors to hide or benefit from their ill-gotten gains through shell companies or other opaque ownership structures.