Milestones, Markets, and the Road Ahead Filed Under: Financial Planning | Investment Services | Special Reports and Newsletters | Wealth Management Published by Jack James on Dec 31, 2024 And just like that, the end of another year is upon us. As we reflect on 2024, we find ourselves asking what will stand out in the collective memory. Will it be the enduring strength of the current bull market? The remarkable milestones in technology... Read more
Why Staying Invested Pays Off Filed Under: Financial Planning | Investment Services | Portfolio Management | Tax Planning | Wealth Management Published by Jack James on Oct 23, 2024 If there’s one lesson I’ve learned from writing these market updates after the rollercoaster ride of recent years, it’s that when markets remain positive for an extended period, finding something truly insightful to say can be unexpectedly challenging... Read more
The More Things Change... Filed Under: Financial Planning | Investment Services | Portfolio Management | Wealth Management Published by Jack James on Jun 11, 2024 Astute observers may have noticed the recent change in our team's logo (top of this newsletter or within in our email signatures). We are excited to officially announce that our team name has evolved from Chernick & Associates Wealth Management Group... Read more
Charting the Course: 2024 Filed Under: Estate planning | Financial Planning | Investment Services | Tax Planning Published by Jack James on Feb 05, 2024 As we step into 2024, the markets have picked up right where they left off, not skipping a beat. The year has kicked off on a strong note, with US technology giants at the forefront. This leadership has paved the way for a revitalized market environment... Read more
Wake Me Up When September Ends Filed Under: Estate planning | Financial Planning | Portfolio Management | Tax Planning | Wealth Management Published by Jack James on Sep 27, 2023 With summer behind us and the arrival of cooler, rainy days, we trust you had a fantastic time creating cherished memories during the warmer months. Since our last update in mid-July, the financial markets have been anything but static. Indeed, the world... Read more
Sell in May? Filed Under: Estate planning | Financial Planning | Investment Services | Wealth Management Published by Jack James on Apr 28, 2023 Markets have demonstrated remarkable resilience in recent months, delivering solid first-quarter performance that has carried through to the end of April. This has transpired despite the collapse of Silicon Valley Bank and Credit Suisse in March. The... Read more
Jobs, Jobs, Jobs! Filed Under: Financial Planning | Investment Services | Portfolio Management | Tax Planning Published by Jack James on Mar 02, 2023 As we move into the third month of the year, the age-old proverb, "March comes in like a lion and goes out like a lamb," comes to mind. The unpredictability of this time of year is akin to the present economic climate, which has witnessed abrupt shifts... Read more
Goodbye to 2022 and Hello to 2023 Filed Under: Financial Planning | Retirement | Tax Planning Published by Jack James on Jan 30, 2023 As the new year begins, we would like to extend our warmest wishes for a prosperous and successful 2023. We hope you all had a wonderful holiday season. Despite the tumultuous close to last year, we are pleased to see markets start the year on a positive... Read more
2022 Wrapped Filed Under: Financial Planning | Investment Services | Portfolio Management Published by Jack James on Dec 13, 2022 There have been a lot of challenges for investors in 2022. In a few words, according to Ben Carlson of a Wealth of Common Sense, here are just some of the reasons why this has been a challenging year for the markets: The highest inflation in four decades... Read more
Seasons Change Filed Under: Events | Financial Planning | Investment Services | Portfolio Management Published by Jack James on Oct 04, 2022 Welcome to Fall - a name thought to originate from the change in seasons and the phrase 'fall of the leaf'. Observing global markets this past month, you could also be forgiven for thinking it aptly describes their direction. In last month’s market communication... Read more