Wednesday, October 26, 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...

Monday, August 1, 2022

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...

Thursday, April 7, 2022

Tuesday, March 1, 2022

Wednesday, December 15, 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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Tuesday, October 5, 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...

Wednesday, July 7, 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...