Market Insights

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”

In Memory of Munger Investors who like Berkshire Hathaway, and millions do, have had to have loved Charlie Munger. Mr. Munger passed away last week just about a month from his 100th birthday. He was born on New Year’s Day, 1924. My hope in writing a little about Charlie Munger in this issue of ERPE Excerpts is to help us … Continue reading “ERPE Excerpts 12.7.23 In Memory of Munger”

The Market Monthly Podcast NOVEMBER 2023 John Gardner, CFP®, CPM® is happy to announce his podcast – The Market Monthly. This monthly podcast is a review of the market’s highlights in the month just past and insights of the market for the month ahead. You can listen to it now on Buzzsprout. Hope you enjoy the November Market … Continue reading “Announcing New Podcast”

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”

John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES November 9, 2023 Stronger Together Just back from Philadelphia. It was an eventful week. Ran up the Rocky stairs, ate (a few) cheesesteaks, toured Lincoln Financial Field and of course saw the Liberty Bell. That tourist stuff was weekend time as the work … Continue reading “ERPE Excerpts 11.9.23 Stronger Together”

John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES November 9, 2023 Stronger Together Just back from Philadelphia. It was an eventful week. Ran up the Rocky stairs, ate (a few) cheesesteaks, toured Lincoln Financial Field and of course saw the Liberty Bell. That tourist stuff was weekend time as the work … Continue reading “ERPE Excerpts Stronger Together.2”

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”

The Market Monthly Podcast OCTOBER 2023 John Gardner, CFP®, CPM® is happy to announce his podcast – The Market Monthly. This monthly podcast is a review of the market’s highlights in the month just past and insights of the market for the month ahead. You can listen to it now on Buzzsprout Hope you enjoy the September Market … Continue reading “Announcing New Podcast The October Market Monthly”

John J. Gardner, CFP®, CPM® blackhawkwealthadvisors.com Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES October 26, 2023 Pierce’s Perspective on… The Stock Market in October The hunt for red October is in full swing. This historically feared month is once again proving itself a fierce foe. Stocks today continued their decline while the Nasdaq officially entered correction … Continue reading “ERPE Excerpts 10.26.23 Pierce’s Perspective”

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”