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Insights

The road to financial confidence is paved with knowledge. Explore our insights to stay informed, inspired, and on course towards your goals.

Writer: Steve Switzer
Steve Switzer
Nov 18, 20253 min read

Corrections Aren't Crashes

Hi All, I just want to drop a quick note to discuss two topics: a brief (for me, lol) update on the markets, and a reminder on our operational process. First, we are rightfully going through a NORMAL correction that is both orderly and long overdue. Today, we are hovering near the first S&P 500 support zone; these levels are areas where the market may naturally stabilize before bouncing back. From my Saut team newsletter this week: Nearby S&P 500 Support: 6631-6646, 6550, ~64

 
 
 
Writer: Steve Switzer
Steve Switzer
May 8, 20253 min read

Part 5 Markets and Moves

Hi everyone, It's been exactly one month since I sent out part 4, and given how fast things have moved, it feels more like a whole year...

 
 
 
Writer: Steve Switzer
Steve Switzer
Apr 8, 20252 min read

Part 4 Markets and Moves

Hi everyone, Wow! It’s hard to believe it’s been less than a week since my last email—it feels like a month! I want to reiterate what...

 
 
 
Writer: Steve Switzer
Steve Switzer
Nov 8, 20245 min read

Market Concern

Happy Friday, What a week and year! We are overly excited to continue to build everyone's wealth at a breakneck pace this year. I continue to hear from many of you on how happy you are. We are all hovering around +30% ytd- depending on your allocations and age in our all stock portfolio....We love it, Congratulations!!! That said, as we continue to outperform all indexes handily this year I am also getting many whispers of concern about when it will be taken away and that the

 
 
 

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