As an investment advisor and pilot, Anton incorporates topics on investing strategies with his love for aviation with guests that have insights on finances and unique adventures.
This year there are more people turning 65-year-old in America than in any other time in history. Baby Boomers, those born between 1946 and 1964, are now between the ages of 60 and 78 and they are t…
In last week's episode, we dove deep into the seismic news that shook Wall Street to its core – the latest January US Bureau of Labor Statistics job report. With analysts initially predicting a modes…
Explore the 'Santa Claus Predictor' in our latest podcast episode. Learn how the S&P 500's performance during key December and January dates can signal its yearly direction. With mixed signals for 20…
The American consumer sentiment, heavily affected by the COVID-19 pandemic and subsequent Federal Reserve rate hikes in 2022, has been recovering since hitting a low in July 2022, reaching a two-year…
In 2023, the stock market, led by major tech companies, saw significant gains with the S&P 500 up by 26%, while the fixed income market experienced unexpected fluctuations in interest rates. Looking …
Our expectations of a stock market yearend rally were modest due to waning retail sales and consumer confidence reported in October. As it turned out, the yearend rally exceeded our and most expecta…
Yesterday was Christmas and already it seems like it was yesterday. We are fortunate to have seven of our ten grandkids living close to us. As a result, we had a full house with all day activities …
The Bureau of Labor Statistics reported today the slow continual decline in job openings that remains at historic high levels. Meanwhile, unemployment remains at multi-decade low levels. How can busi…
With Thanksgiving quickly approaching (along with friends and families), we take a look at how inflation is impacting the country and especially the cost of Thanksgiving dinner. Listen in this Weekl…
Explore the market's triumphant week with our latest financial briefing. Discover how small and mid-cap indices like the SP600 and SP400 outshone their larger counterparts, signaling a strategic shif…
The stock market is always moving as investors adjust their portfolios to their perspective of the economy and their stock holdings. The result is the actual value of stocks are rarely held as price…
Is good news really bad news for investors? The media would like you to think so. Today, the US Census Bureau released their report indicating that consumer spending increased month over month highe…
The small and mid-cap indices continue to trail their large cap and NASDAQ peers. Is it time to consider investing in these trailing sectors or wait for more confirmation of a positive trend? Speak…
In this Weekly Brief we review many of the scams our clients have experienced in hopes of preventing you from getting scammed. Scammers are getting extremely sophisticated as they can duplicate majo…
The S&P 500 has declined 8% since it peaked on July 31 the year high and now at its 200 Day Moving Average. Is this a time to sell or buy and what will the institutional investors that represent the…
Consumer sentiment has declined for the third consecutive month. Is this a precursor to another mild holiday season? In this Weekly Brief we review the recent University of Michigan Consumer Sentimen…
Anton shares in this Weekly Brief his experience of a near death plane crash one year ago and the emotional recovery process since the crash. Not everyone will be involved in a near death accident, …
Consumer spending is the economic engine for the US economy and they appear to be in good shape. The Bureau of Economic Analysis reported that consumer spending has increased 0.8% year over year in …
Cash savings balances are near all-time highs. When overall trading is thin (like in August when many investors are on vacation), the market is prone to stall. After Labor Day, school will be in full…
Institutional investors’ biggest fears for the past two years are the impact of rising interest rates due to the Federal Reserve rate hike campaign. Now that a recession appears to be a low probabil…