Market Commentary

Market Commentary April 2024
Market Commentary April 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as the sustainability of last...
Market Commentary January 2024
Market Commentary January 2024
I recently reviewed my commentary from one year ago which summarized the 2022 investing year. Interestingly, I closed with a suggestion to savers. I encouraged...
Market Commentary October 2023
Market Commentary October 2023
I began last quarter’s commentary with the observation that stocks seemingly threw a party in the 2nd quarter, and most of the first half of...
Market Commentary July 2023
Market Commentary July 2023
Stock Market Throws a Party in the Second Quarter—98% of Companies Don’t Show Up The S&P 500 hit its most recent low point on October...
Market Commentary April 2023
Market Commentary April 2023
Q1 Volatility – Surprising, but Not Shocking The first quarter of the new year has provided plenty of material for the financial news networks. It’s...
Market Commentary January 2023
Market Commentary January 2023
Happy New Year! For many, a new year brings positive thoughts and a sense of hope for the future. I tend to feel the same...
Market Commentary October 2022
Market Commentary October 2022
Highlights: Inflation has hurt stock and bond returns this year. The Federal Reserve (“theFed”) is raising interest rates to fight inflation. Some of the best...
Market Commentary July 2022
Market Commentary July 2022
Highlights: There are few places for investors to hide this year. The sell-off in stocks has almost reached the extremes seen in 2020 and 2008....
Market Commentary May 2022
Market Commentary May 2022
Highlights: Inflation has continued climbing, but the growth rate is expected to peak. Concerns of a recession and stock valuations have added to volatility. Investor...
Market Commentary February 2022
Market Commentary February 2022
Highlights: Economic growth continues to be strong since the rebound in Q3 of 2020. Supply chain issues will ease… but when is anyone’s guess (and...
Inflation Update – November 2021
Inflation Update – November 2021
2021 3rd Quarter Review: October headline inflation is up +6.2% year-over-year (+4.5% excluding food & energy) Used vehicles and energy are still large outliers contributing...
3rd Quarter 2021 Market Commentary
3rd Quarter 2021 Market Commentary
2021 3rd Quarter Review: September was the first negative month for stock returns since January “Pandemic fatigue” has caused consumer confidence to plunge COVID cases...

Let’s See if We’re the Right Fit

Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.