by Ocean Heights Advisors | Nov 14, 2023 | Insights
by Ocean Heights Advisors | Nov 14, 2023 | Insights
by Jeff Krumpelman, CFA | Nov 3, 2023 | Insights
As we near year-end, we are cautious about S&P 500 returns in the near term. Our S&P 500 targets for year-end 2023 and mid- to late-year 2024 remain the same at 4,500 and 4,800 to 5,000, respectively. Clearly, these are relatively constructive figures. Our...
by William Greiner, CFA | Oct 6, 2023 | Insights
Over my 40+ years of being involved in the business of professional investment practice, I have been blessed by being in the United States. Since coming into this business as a young man, I have witnessed good and bad times, but the good experiences outnumber the...
by Jeff Krumpelman, CFA | Sep 14, 2023 | Insights
“It would be so nice if something made sense for a change.”—Lewis Carroll, “Alice in Wonderland” August didn’t begin so well, as the S&P 500 pulled back about 4.5% through the first three weeks of the month, but it rallied in the final few days to make for a “much...
