Apr 21, 2022 | Newsletters
The first quarter of 2022 proved to be a real challenge for investors. A mid-quarter 13% stock market plunge was particularly rough. Bonds were no help at all, as interest rates moved higher and prices declined sharply. Our January newsletter warned that “your...
Mar 4, 2022 | Market Commentary
This year, we celebrate 45 years in business and could not be more proud of this team and are honored to have worked with some of the best clients. YOU are the reason we’re able to celebrate this milestone and we are incredibly grateful. Our tagline “Quality,...
Jan 14, 2022 | Newsletters
Congratulations! We are pleased to report 2021 was a strong year! In fact, stocks have now advanced over the last seven consecutive quarters! This year’s path was unusually steady with only short bouts of volatility, making the stock market journey to new all-time...
Oct 19, 2021 | Newsletters
Summer doldrums plagued the markets as stocks traded in an erratic price range that became especially volatile as the quarter ended. Investors turned more cautious as a wide range of worries piled up. That said, excessive worries beget market weakness and often...
Jul 19, 2021 | Newsletters
The stock market continued its blistering rally off of the pandemic lows set in March 2020. Indeed, gains were achieved in the last five consecutive quarters—an extraordinary winning streak! In part, current stock prices reflect the improving business conditions we...
