April 2021

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Posted on April 6th, 2021

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

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March 2021

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Posted 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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February 2021

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Posted 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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January 2021

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Posted 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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December 2020

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Posted 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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November 2020

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Posted 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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October 2020

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Posted 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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September 2020

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Posted 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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August 2020 Monthly Recap

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Posted 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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July 2020 Monthly Recap

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Posted 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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