This year continues to be one of the worst years for stocks and bonds combined. After kicking off the quarter with a vigorous rally, stock prices reversed direction and finished...
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Survivor
Survivor is the title of an ever-popular reality television series, where a group of contestants are stranded in a remote location with little more than the clothes on their...
Bumpy Quarter For Most Investors, But You Weathered the Storm Well
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...
A Golden Way to Protect Yourself from Inflation
Wow, in 2021 inflation surged to its highest rate in 40 years! This might not be a huge shock if you shop for groceries or fill up at the pump, but should you be concerned? While...
45 Years – Quality. Stability. Confidence.
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...
Worries, Worries, Worries… And Reasons to Stay Optimistic!
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...
Grateful for the first half… Gains likely to Moderate Ahead
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...
What A Difference A Year Makes
It is hard to imagine that only one year ago investors braced themselves for Armageddon as the Covid pandemic and related lockdowns suddenly gripped the world. Stock prices,...
Good Riddance 2020, Happy New Year
Stocks enjoyed a solid quarterly performance, which added to the very strong recovery from March’s major market low. While 2020 started off on a smooth growth trajectory, nobody...
Increasingly Positive Outlook!
In ways that nobody could have imagined, 2020 has been a highly turbulent year and certainly one for the history books. The longest economic expansion in U.S. history ended early...
A Welcome Market Rally… But Caution Still Warranted!
Despite troubling headlines of ongoing virus concerns and terrible unemployment numbers, the stock market pivoted direction in late March and embarked on its best quarterly...
A Viral Storm – That Will Pass
Considering the exceptional portfolio returns earned in 2019 and improving economy as this year began, this virus-induced stock market collapse has been a gut-wrenching time for...