I began last quarter’s commentary with the observation that stocks seemingly threw a party in the… [Read More]
Market Commentary July 2023
Stock Market Throws a Party in the Second Quarter—98% of Companies Don’t Show Up The S&P… [Read More]
Market Commentary April 2023
Q1 Volatility – Surprising, but Not Shocking The first quarter of the new year has provided… [Read More]
Market Commentary January 2023
Happy New Year! For many, a new year brings positive thoughts and a sense of hope… [Read More]
Market Commentary October 2022
Highlights: Inflation has hurt stock and bond returns this year. The Federal Reserve (“theFed”) is raising… [Read More]
Market Commentary July 2022
Highlights: There are few places for investors to hide this year. The sell-off in stocks has… [Read More]
Market Commentary May 2022
Highlights: Inflation has continued climbing, but the growth rate is expected to peak. Concerns of a… [Read More]
Market Commentary February 2022
Highlights: Economic growth continues to be strong since the rebound in Q3 of 2020. Supply chain… [Read More]
Inflation Update – November 2021
2021 3rd Quarter Review: October headline inflation is up +6.2% year-over-year (+4.5% excluding food & energy)… [Read More]
3rd Quarter 2021 Market Commentary
2021 3rd Quarter Review: September was the first negative month for stock returns since January “Pandemic… [Read More]