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
4th Quarter 2020
Key Takeaway
Global stock and bond markets continued their astounding rebound in the 4th quarter, with the global stock market finishing the
3rd Quarter 2020
Key Takeaway
The stock market continued its strong rally due to the expectation of a continuing economic bounce back. Unfortunately, there
September 2020
It is understandable to believe that an election or political party will have an outsized impact on your investments, but historically, the
August 2020
Time and time again, we hear about celebrities who pass without any estate plan in place and learn about how the mistakes they have made
July 2020
Have you ever participated in one of those “strategic” company planning sessions? You know, the one that asks where you want the company to be five