Did the S&P 500 bottom on October 12th of last year? Only hindsight will bestow that knowledge. Stubborn inflation and higher interest rates were the big drivers behind the selloff that took us to that October low, but recent data indicates inflation is retreating, comments from Federal Reserve members suggest they may be close to…
The stock market is down 19% year-to-date, so what is an investor to do? There are plenty who are exhausted by the continuous grind toward lower prices, even with some trend-reversal rallies mixed in. They want to sell because they’re worried about stock prices falling even further than the mid-October lows. No one has a…
Investment Advisor/Portfolio Manager Adell, Harriman & Carpenter, Inc. is an independent, fee-only investment management company, dedicated to providing our clients a comprehensive financial home using customized personal services and a diversified, long-term investment philosophy. The Portfolio Manager position is a mid-level role on the professional career path within our firm. The primary focus of the…
Change can be rough. Maybe you’ve already experienced a job change or career change, planned or unplanned. Or, perhaps, you’ve already experienced a major life event that will alter the course of the rest of your years. Following these thoughts should serve as fundamental principles for those of us with more working years to accomplish…