Blog
Market Update Q1 2023
It's been quite an interesting start to the year. Some areas are performing better than expected. Others are not. And sometimes the market can leave you scratching your head, but we're confident there are opportunities out there!
Read MoreMarch Investment Committee Meeting Review
Here's what was discussed during our most recent Investment Committee meeting earlier this month.
Read MoreOur Strategic Investment Process
Ever wonder how we create, monitor, and manage investment portfolios? Read more to find out how we do it.
Read More3rd 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...
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Market 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.
Read MoreMarket 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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