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2022 3rd Quarter Commentary

In response to the global pandemic in 2020, the Federal Reserve and Congress acted rapidly by slashing interest rates to zero and implementing enormous stimulus plans. These actions...

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2022 2nd Quarter Commentary

Over the last few years, equity investors have experienced positive returns, but with extremely high levels of volatility. In March 2020...

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2022 1st Quarter Commentary

In our 2022 outlook, we noted that we expected to see more volatility this year. Two possible sources of risks were highlighted...

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2021 4th Quarter Commentary

Equity markets were strong during the fourth quarter as they climbed the proverbial “wall of worry.” During this period, the S&P 500 faced higher...

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2021 3rd Quarter Commentary

We entered 2021 taking a balanced approach to most client portfolios with exposure to both growth and value stocks. As plans for a widespread vaccination...

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2021 2nd Quarter Commentary

At this time last year, we were close to the crest of the second wave of COVID-19 infections. At the same time, all 50 states were at least partially reopened...

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2021 1st Quarter Commentary

As we highlighted in previous commentaries, Facebook, Apple, Amazon, Microsoft and Google (FAAMG) all outperformed the S&P 500 and reached record highs in 2020...

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2020 4th Quarter Commentary

At this time last year, our outlook for 2020 state that portfolios were positioned for growth and that we expected the strong rally seen in 2019 to continue through...

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2020 3rd Quarter Commentary

Equity markets continued to rally during the quarter. The technology-heavy Nasdaq...

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2020 2nd Quarter Commentary

A quick economic recovery is underway from the recession caused by the COVID-19 pandemic.

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2020 1st Quarter Commentary

During the quarter, the bull market that began in March 2009 abruptly came to an end. We are now in a bear market, which is typically defined ...

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