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Q1 Market Review and Look Ahead

In the first quarter of 2022, we have seen high inflation, rising interest rates, and unthinkable human tragedy in Russia’s war on Ukraine. The financial markets do not like uncertainty, and they [...]

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The Pattern of Returns: How They Might Affect You

Up one day and down the next. The market is constantly moving and focusing on these daily fluctuations can raise many questions in your mind. Will your portfolio help you meet your long-term [...]

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Rebalancing: What is it and why does it matter to you?

2021 was a banner year for market growth. That’s great for your investments! So why are we talking about rebalancing? Now you can sit back and watch your portfolio grow, right? Just as important [...]

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Q4 2021 Market Review and Look Ahead

Fourth Quarter Report: Global Economies and Markets Q4 2021 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 [...]

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Q3 Market Review and Look Ahead

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, [...]

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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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Staying Invested in the Market

“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 [...]

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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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