Posted in  Market Review   on  August 3, 2023  

Global Markets Retreat in August Stock markets in the U.S. and around the world declined in August, led by the smaller-cap names, which incidentally led stock market gains in July. The end of the month did see markets stage a decent rally, but the mini-rallies were not enough to overcome too many negative days throughout

Read More



Posted in  Market News   on  July 2, 2023  

MARKETS HAVE FANTASTIC SECOND QUARTER Global equity markets had a fantastic second quarter – especially the tech names. But toward the end of the quarter, the rally really started to broaden out, as underscored by the large-cap S&P 500 recording its biggest quarterly gain since late 2021. For the second quarter of 2023: Besides there

Read More



Posted in  Market News   on  March 13, 2023  

Disclaimer: At Milestone Asset Management, our portfolios do not have any direct exposure to the SVB Banks situation.  Video: From our financial network, Joe Moss, CIO for Synergy Asset Management. It will take some time, but the FDIC was designed for moments like this. The FDIC seizure of Silicon Valley Bank is the second-largest US

Read More



Posted in  Market Review   on  January 31, 2023  

In Every Quarter…Our “Reasonable Goal”. At Milestone Asset Management, our goal is to achieve reasonable returns, with reasonable risk, over a reasonable time period using diversified portfolios. Through fundamental and technical analysis, in light of geopolitical events, inflation, corporate earnings, the Fed, and interest rates, we manage each of our portfolios per its mandate, aiming

Read More