Summer Doldrums
August 25, 2021 Good morning, Did you see that? On Monday the morning note had a hint of a cautionary tone, and later that day the S&P 500 put up another new high, and then another again yesterday! This bull does not suffer fools. Undeterred and moving on – market action overnight has been mixed […]
Mid-Year Check Up: Does Your Portfolio Pass the Wellness Test?

August 25, 2021 by Mallon FitzPatrick With the mid-year mark in our rearview mirror, there are reasons to be optimistic about our pandemic economic recovery, which has shifted into an expansion phase and could gain steam in the coming months. But that doesn’t mean you can become lax when it comes to financial health. We […]
Mallon FitzPatrick on TD Ameritrade
August 24, 2021 Mallon FitzPatrick joined ‘Market Overtime with Nicole Petallides to discuss to discuss the importance of emergency funds to guard against unforeseen challenges and creating a budget for liquidity. Watch Mallon’s full interview on @TD Ameritrade Network here.