…an independent advisory firm building wealth with active portfolio management

Author: John Pugliano

  • More stock purchases 240722

    Gains in the stock market have been broadening beyond the Mag 7 & AI.  Small Cap stocks and especially the regional banks are on the rise, as is market volatility.  The rotation is primarily attributed to cooling inflation and what’s being characterized as the “Trump trade”.  The election is still months away and as we’ve…