Joe Perretta, AAMS, CRPC, - Sr. Wealth Advisor

08/14/2024

Thanks to LPL for a great couple of days learning from and networking with leading industry professionals.

12/25/2023

Happy Holidays!

10/09/2023

Check out our 3rd quarter market insights.

Quarterly Market Insights | Q3 2023 U.S. Markets Stocks lost a portion of their first-half gains in the third quarter as a continued tight monetary bias from the Federal Reserve sent bond yields higher, unsettling stock investors throughout August and September. For the three months ending September...

08/07/2023

Great three days of learning and networking with top financial services peers and leadership!

08/04/2023

Check out our Monthly Market Insights for August.

Monthly Market Insights | August 2023 U.S. Markets Stocks added to their strong year-to-date gains in July as investors cheered decelerating inflation, better-than-expected corporate earnings, and healthy economic data. The Dow Jones Industrial Average gained 3.35 percent, while the Standard & Poor....

07/04/2023

Happy Independence Day!

03/08/2023

Check out our Monthly Market Insights for March.

Monthly Market Insights | March 2023 U.S. Markets Stock prices stumbled in February owing to growing worries that the Fed would maintain its tight monetary posture in the face of continuing inflation. For the month, the Dow Jones Industrial Average lost 4.19 percent, whereas the Standard & Poor’s ...

11/07/2022

https://www.ifsgroup1.com/campaigns/monthly-market-insights?11-2022&fbclid=IwAR1CIS9l-JHcY6HSyTlshYb_QzihZwH7i0btfRQ08Evk344q9ti3Vg7QAAk

Check out our monthly market insights.

Monthly Market Insights | November 2022 U.S. Markets Stocks posted big gains in October, propelled by better-than-expected corporate reports. The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked on 7.99 percent, while the Nasdaq Composite added 3.90 p...

08/05/2022

Check out our monthly market insights for August.

Monthly Market Insights | August 2022 U.S. Markets Stocks posted big numbers in July, erasing some of their first-half losses. Investor sentiment was lifted by receding inflation and recession worries and a better-than-expected start to the second quarter earnings season. The Dow Jones Industrial Av...

07/08/2022

"History Doesn't repeat itself, but it often rhymes."- Mark Twain

As we all know it was a very difficult first half of the year, but there are reasons for optimism. As noted in one of our recent recent research blogs below, "after a more than 20% drop over 2 quarters (the S&P 500 fell 20.6 % in the first half of 2022), the average gain the next 2 quarters has been 21.5%."

Thursday, July 7, 2022

07/04/2022

Happy Independence Day!🇺🇸

03/22/2022

Good information to know with the tax deadline approaching.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.