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Homes For Sale…GONE

Last week the U.S. Department of Housing and Urban Development reported that new home sales have spiked in volume not seen since the pre-housing crash. The nearly 40-year lows in 30-year fixed mortgage rates now below 3% are prompting those […]

Economics and Health

This year, investors need to watch a dual set of formerly unrelated datasets to evaluate the future of the US economy and stock market. Traditionally, financial analysts monitored only economic indicators and now need to also be an epidemiologist monitoring […]

Sell or Hold?

The one scenario that always gets investors into difficult situations with their portfolio (e.g. selling too soon or too late) is due to a misdiagnose of the market. Typically, they already had a premise of market direction, and confirmation basis […]

Buyers Finally Slow Down

After the best August for the S&P 500 since 1986 and 2000 for NASDAQ, buyers have backed off their strong appetite for US stocks that allowed sellers to dominate the market and drive down the major indices. The August rally […]

Curious Times

August was a month of conflicting messages in so many areas. As more cities experienced violent civil unrest and many cities maintaining or returning to more restrictive health-related public policies, the S&P 500 finished its best August monthly performance since […]

Market Momentum Continues

Both the S&P 500 and the NASDAQ have recovered fully from the historic selloff that began February 19. Both have positive returns YTD leaving the Dow Jones Index slightly negative YTD but close to a full recovery from the selloff. […]

Shopping

It has been exceedingly difficult for retail store owners during this pandemic. Business owners are constantly researching and testing new ways to draw customers into their stores and increase “foot traffic”. Annually, many store owners attend conferences to improve their […]

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Copyright © UP Capital Management, Inc. 341 Lincoln Street Roseville, CA 95661 | Site Map
  • /Home
  • /About Us
    • /Team
    • /Philosophy
  • /Services
    • /401k Management
    • /Wealth Management
      • /Income Portfolio
      • /Balance Portfolio
      • /Growth and Income Portfolio
      • /Growth Portfolio
  • /Blog
  • /Podcast
  • /Work with UP Capital
  • /Client Login