2nd Quarter 2024
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1st Quarter 2024
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4th Quarter 2023
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3rd Quarter 2023
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2nd Quarter 2023
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1st Quarter 2023
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4th Quarter 2022
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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