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Fourth Quarter Report: Global Economies and Markets Q4 2022 Market Review and Look Ahead 2021 could be described as a year of substantial change. A new president took office, a $1.9T Covid-19 [...]

Global Economies and Markets Many positive steps have occurred. Many remain. Q3 market review: the third quarter of 2021 was a further extension of the previous quarter’s economic recovery, [...]

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 [...]

“The individual investor should act consistently as an investor and not as a speculator.” Those are the words of Benjamin Graham, considered by many as one of the founding fathers of [...]

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 [...]

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 [...]

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 [...]

Earlier in April was National Retirement Planning Week. With the markets in regular discombobulation, it seems like some sort of cruel joke! Or, perhaps discussing financial planning is timelier [...]

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 [...]

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 [...]