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2021 Q1 In Review and Look Ahead: Market Update

Global Economies and Market Update The first quarter of 2021 was characterized by transition. Businesses slowly resumed reopening as restrictions eased. The COVID-19 vaccine rollout has been [...]

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2020 Year In Review and Looking Ahead

2020 year in review: It has been a memorable investment year in many respects. Market volatility, economic disruption, and political uncertainties combined in a year that many of us are happy to [...]

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2020: Q3 Market Review and Looking Ahead

Global Economies and Markets Q3 Market Review: The third quarter of 2020 began with investor optimism and continued stock market strength. Many areas of the capital markets saw positive returns [...]

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A Season of Upheaval – Commentary on 2020

Politics, a struggling economy, a global pandemic, and natural disasters: Commentary on 2020 – How you can stay the course with your finances during this tumultuous time? You will not hear [...]

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2020 Q2 in Review and Looking Ahead

Global Economies and Market Review If the first quarter of 2020 surprised investors with a global health pandemic and severe market downturn, the second quarter brought an equally historic shift [...]

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Q1 2020 Quarterly Market Review and Looking Ahead

Global Economies and Markets The first quarter of 2020 has been challenging on many levels. With the spread of the coronavirus throughout the U.S., our daily vocabulary now includes phrases like [...]

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My Investments: Seeing Beyond the Short-term View

The last few weeks have been difficult for everyone. It feels like our world has been turned upside down on many levels. The spread of the COVID-19 virus has affected almost all aspects of our [...]

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The Market Correction Continues – What You Should (and Shouldn’t) be Doing

As if the last two weeks haven’t been ugly enough for the capital markets, Monday, March 9, was another one for the record books with major indices seeing their biggest one-day losses since the [...]

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Fear Over Logic

This week in the market, the last week in February 2020, has been one for the record books. It’s hard to ignore as the news media is flashing big red text all over our TV screens, highlighting [...]

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2019 Market Performance Review and 2020 Look Ahead

As we begin a new decade, we look back on 2019 as a year for the record books in the capital markets. We saw the market performance show outsized returns across nearly all asset classes in both [...]

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