Category: Market Updates

John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com STOCK/MARKET Alert May 17, 2024 Dow 40,000 My Stock/Market Alert is an event driven brief about a stock OR the stock market when noteworthy action occurs. Today was certainly noteworthy. The Dow Jones Industrial Average reached a new milestone – – 40,000! Expect the frequency of my Stock/Market Alert notes to be consistent with meaningful moves in … Continue reading “STOCK/MARKET Alert 5.17.2024 Dow 40k”

STOCK/MARKET Alert April 19, 2024 Chips and Dip My Stock/Market Alert is an event driven brief about a stock OR the stock market when noteworthy action occurs. Today was certainly noteworthy. I am calling it “Chips and Dip”… Expect the frequency of my Stock/Market Alert notes to be consistent with meaningful moves in a specific stock held by BAM Portfolios or the stock market. For … Continue reading “STOCK/MARKET Alert 4.19.2024 Mkt Down”

Research Update March 4, 2024 CRM Stock Report CRM Report Please see the attached current stock report for Salesforce, Inc. We hope you find it useful. As investment advisors and owners of CRM, we rely on timely research to make pragmatic investment decisions. When reporting fourth quarter results last week, Salesforce announced its first dividend … Continue reading “SALESFORCE STOCK UPDATE 3.4.2024”

RESEARCH UPDATE February 2, 2024 CVX Q4 Earnings Results  CVX Report You likely know by now, today Chevron announced its fourth quarter 2023 earnings and financial results. We were delighted to read the positive report, and we were not alone. Wall Street applauded the news, boosting CVX stock higher by nearly 3% to over $152. … Continue reading “Chevron Q4 Earnings Highlights February 2, 2024”

Happy New Year! For most investors, last year was happy. My annual Outlook last year was titled, “The Bear Should Flee in 2023“. It sure did! 2023 was one of the best bull markets ever for growth stocks. The final weeks of 2023 couldn’t have gone much better for the stock market. The S&P 500 … Continue reading “New Year Outlook 2024”

NEW YEAR MARKET & ECONOMIC OUTLOOK December 31, 2023 2024 OUTLOOK What’s in Store for 2024 Happy New Year! For most investors, last year was happy. My annual Outlook last year was titled, “The Bear Should Flee in 2023”. It sure did! 2023 was one of the best bull markets ever for growth stocks. The final … Continue reading “2024 Outlook.2”

Top 5 Year-end Financial Planning Tips It’s Not Too Late for Year-End Financial Planning: Maximize Savings, Minimize Taxes, and Prepare for the Year Ahead Maximize Your Savings and Minimize Your Taxes with Year-End Financial Planning As the year comes to a close, it’s not too late to take steps to maximize your savings, minimize your … Continue reading “Year-end 2023… to CVX, CRM”

John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com STOCK/MARKET Alert November 14, 2023 “Just an astounding day for stocks.” My Stock/Market Alert is an event driven brief about a stock OR the stock market when noteworthy action occurs. Today was certainly noteworthy… as the quote above says, it was “Just an astounding day for stocks.” Expect the frequency of my Stock/Market Alert notes to be … Continue reading “STOCK/MARKET Alert 11.14.2 3 Mkt Up”

STOCK/MARKET Alert November 3, 2023 Best Week of the Year My Stock/Market Alert is an event driven brief about a stock OR the stock market when noteworthy action occurs. Today and this week was certainly noteworthy… it was the best week of the year for the stock market! Expect the frequency of my Stock/Market Alert notes to be consistent with meaningful moves in … Continue reading “STOCK/MARKET Alert 11.03.23 Mkt Up”

Our Research Team’s Latest CVX Report     John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com RESEARCH UPDATE October 23, 2023 Chevron Announces Acquisition of Hess CVX Report Today Chevron announced an agreement to buy Hess Corporation. Hess has a total enterprise value, including debt, of $60 billion. This is an all-stock transaction. Under the terms of … Continue reading “CHEVRON STOCK UPDATE 10.23.23”