The Year in Review

By Clint Edgington
Posted on January 11th, 2024

The echoes of central banks’ historic monetary stimulus to counter the Covid-19 virus, the resulting inflation, and the  unwinding of that monetary stimulus to contain […]

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July 2021 Market Recap

By Clint Edgington
Posted on August 5th, 2021

The continuation of the re-opening of the U.S. continues to show the health of the U.S. economy even while dealing with various supply chain issues.   […]

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Stock Market Risks in the Spotlight

By Mark Fissel
Posted on July 29th, 2021

During March 2021, the widening availability of COVID-19 vaccinations, signs of improving economic conditions, and a third, $1.9 trillion stimulus package brought about more optimistic […]

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May 2021 Market Recap

By Clint Edgington
Posted on June 8th, 2021

General market trends continued to hold in May as data pointed to a strong economy, with the US Purchasing Managers’ Indices for both manufacturing and […]

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April 2021 Market Recap

By Clint Edgington
Posted on May 6th, 2021

April continued the streak of strong performance across most asset classes, with the S&P 500 clocking in at an 11.3% gain for the year.  While […]

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March 2021 Market Recap

By Clint Edgington
Posted on April 5th, 2021

The gradual economic growth discussed last month showed signs of accelerating in March.  Employers hired more, with January and February’s employment gains of +545k being […]

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February 2021 Market Recap: Continuing Trends

By Clint Edgington
Posted on March 2nd, 2021

February was a quiet month in the markets, continuing trends that have been in place since December.  Economic expansion seems to be continuing, with positive […]

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Turbulent Times: Bear Markets Come and Go

By Mark Fissel
Posted on July 1st, 2020

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to […]

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Covid-19’s Impact on Main Street and Wall Street

By Clint Edgington
Posted on April 2nd, 2020

Impact on the Market Covid-19’s impact on the financial markets and the real economy has been severe and historically fast.  In our March newsletter, we […]

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Mutual Funds: Wading into the Passive vs. Active Debate

By Mark Fissel
Posted on August 29th, 2019

It’s fairly difficult — even for professional investors — to consistently “beat the market.” This realization led to the creation of index mutual funds, which […]

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