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
21Q1 Market Review
Globally for over a year, the COVID virus has consumed much of people’s attention as it has no bias. No matter your gender, faith, skin color, or political affiliation, it has most likely had a prominent impact on your lifestyle. Personal views on COVID are just that, personal. Every person
2020 Q4 Review
A year ago, in my 2019 review, I penned “Buckle-Up for the Ride.” Who would have known how correct that statement would be for 2020? For many there was heartbreak as loved ones were lost, businesses were closed, and rancor flared from the supercharged political environment which continues
2020 Q3 Review
I hope everyone is well and looking forward to the refreshing Fall weather.Turmoil describes the state of just about everything in the world right now, so I will address directly where we stand and some key developments to watch going forward. During the third quarter of 2020, the S&P 500