I hope everyone is enjoying the coming of Spring, the season of new beginnings. Spring brings changes in temperature, blooming flowers and trees, and longer days, but still mother nature can throw in some nasty surprises. Our heart goes out to the unfortunate families affected by the tornadoes
4Q22 Market Commentary
I hope everything is well and you are looking forward to 2023. A lot of water passed under the bridge last year and the economy and market should get back on track by year-end. During the fourth quarter of 2022, the S&P 500 Index gained 7.1%, the NASDAQ Index lost 1.0%, the Russell 2000
3Q22 Market Commentary
I hope everyone had an enjoyable summer and is enjoying the cooler fall months. There is a lot of news flowing these days and I’ve been working diligently in an effort to construct a clear view of the current financial puzzle. The difficulty is that the markets are like weather in that they are not
2Q22 Market Commentary
I hope you are having a wonderful summer and enjoying time with family and friends. The last quarter has been tough at the gas pump and for portfolios, but we have seen this before. We are not out of the woods yet, but there are clearer skies coming. During the second quarter of 2022, the
1Q22 Market Commentary
I hope everyone is well and safe. The last quarter was quite ugly with the stock markets in upheaval and an unprovoked war breaking out in Ukraine. At one point the NASDAQ index was down about 20% before it raced back in the last couple of weeks to a loss for the quarter of 9.1%. During the first
4Q21 Market Commentary
I hope everyone enjoyed the holidays and stayed healthy through the current highly contagious COVID variation, Omicron. I’m by no means a health expert, but I do read a great deal about most everything. A few ideas that I have read indicate that the Omicron variant is not as deadly as previous
3Q21 Market Commentary
I hope everyone enjoyed the summer months. If one took the summer months off and returnedfrom a long boat ride from China, you would think the quarter was ho-hum since the market levelswere essentially unchanged. That was not the case for asset managers navigating the markets on adaily basis. Some
21Q2 Market Commentary
The first half of 2021 was a pleasant surprise for many considering all the obstacles COVID-19 threw at the general public, corporate management, and investors. Despite the shortages of material and labor, the markets in the second quarter continued to climb, but not without a few dips. During