Blog
3rd Quarter Market Update 2022
It has been a particularly ugly year in financial markets. It is extremely rare to see stocks and bonds experience this kind of reset. Typically, when stocks struggle, bonds perform well and vice versa; not the case this year. Market...
Read MoreMid-year Market Update
There is no way to sugarcoat the first half of the year—it has been ugly. As of 6-30-22 the stock market is down roughly 20 percent and the bond market is down approximately 10 percent. Historically, bonds have offered a cushion...
Read MoreMarket Update | 4th Quarter 2021
2021 has been another great year for our investors. The U.S. stock market has increased considerably as companies continue to recover from COVID-19 and the re-opening trade.
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Market Update | 3rd Quarter 2021
The U.S. equity markets have been grinding higher all year, but the S&P fell roughly 4% in September making this month the first real hiccup of 2021. Stocks initially fell after China’s second-largest real estate developer China...
Read MoreMarket Update | 2nd Quarter 2021
Financial markets delivered another stellar quarter as the economy continues to recover from the Covid pandemic. The S&P 500 returned 8.5% for the quarter and we expect companies to continue to report great earnings as the economy...
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