July 2021 Market Recap

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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

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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

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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

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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

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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

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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

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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

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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

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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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Real Estate Investing 101

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Posted on August 29th, 2019

Historically low mortgage interest rates and rising home values are just a couple of reasons why investors may be drawn to real estate investing. Not […]

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