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March 2021
By Mark FisselPosted on March 11th, 2021
Monthly Market Recap February was a quiet month in the markets, continuing trends that have been in place since December. Economic expansion seems to be […]
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By Mark FisselPosted on March 11th, 2021
Monthly Market Recap Frankly, not much happened in the markets last month. With a new President and Congress shifting power, it’s an odd time for […]
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By Mark FisselPosted on March 11th, 2021
2020 Annual Market Recap 2020 will always be remembered as a tumultuous year. When we write out the events that occurred, it’s hard to flesh […]
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By Mark FisselPosted on March 11th, 2021
Monthly Market Recap from Clint Edgington, CFA In a year that the markets were driven by Covid, November may be remembered as a turning point. Three […]
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By Mark FisselPosted on March 11th, 2021
Monthly Market Recap from Clint Edgington, CFA Writing these market reviews is a humbling experience and solidifies our hesitance to predict what markets will do in […]
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By Mark FisselPosted on March 11th, 2021
Monthly Market Recap from Clint Edgington, CFA This quarter enjoyed broad economic optimism, as jobless claims decreased (though obviously still elevated), manufacturing continued its rebound, and […]
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By Mark FisselPosted on September 4th, 2020
Monthly Market Recap from Clint Edgington, CFA In our last market update, we felt the market is constantly trying to handicap “how the COVID-19 Pandemic will be solved, when…, and how much permanent […]
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By Mark FisselPosted on August 5th, 2020
Monthly Market Recapfrom Clint Edgington, CFA July markets continued general trends already present in equity markets. The S&P 500 returned 5% while fixed income markets […]
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By Mark FisselPosted on July 15th, 2020
In this issue: Monthly Market Recap 2019 Tax Filing Deadline is July 15 Thinking About a Roth Conversion this Year? Turbulent Times: Bear Markets Come and […]
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By Clint EdgingtonPosted on July 2nd, 2020
The markets have quickly taken into account optimistic news on the new case counts, vaccine front, and amazing amounts of fiscal and monetary stimulus, posting […]
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