3rd Quarter 2022
Key Takeaway
There is no shortage of superlatives to describe the first 9-months of 2022. Unfortunately, most of them are quite negative
2nd Quarter 2022
Key Takeaway
2022 has been a decidedly tumultuous year with several negative market impacts occurring simultaneously. The S&P 500 index
1st Quarter 2022
Key Takeaway
For diversified investors at every portfolio risk level, there has been nowhere to hide as stocks and bonds have both declined
4th Quarter 2021
Key Takeaway
2021 was punctuated by a strong 11% return during the 4th quarter for U.S. stocks, capping another strong year returning 28%.
3rd Quarter 2021
Key Takeaway
The stock market started the quarter on positive footing, but lost momentum in September, reversing a string of positive
2nd Quarter 2021
Key Takeaway
The global stock market continued its steady ascent from the depths of the pandemic in late March of 2020. Bonds rejoined the
1st Quarter 2021
Key Takeaway
Given that investors witnessed interest rates rise, oil prices jump, a reappearance of inflation worries, and continued