Q3 Commentary, 2023

Quarterly Commentary – The Real Story Behind Q3, 2023 Market Index Returns Q3 2023 Index 1 month 3 months YTD DJIA -3.50 -2.62 1.09 NASDAQ Composite -5.81 -4.12 26.30 Russell 2000 -6.03 -5.49 1.35 S&P 500 -4.87 -3.65 11.68 S&P 500 Equal Weighted -5.26...

Q1 Commentary, 2023

Q1 Commentary, 2023 The stock and bond market got a small amount of relief in the first quarter. Quarterly highlights included: Volatility and gains characterized the 1st quarter this year. Most of the gains were made in mega-cap technology stocks. Many investors have...

Q4 2022 Client Commentary

Q4 2022 Investment Commentary and 2023 Outlook Well, 2022 is over, and we are glad. Surging interest rates and the battle with inflation resulted in the worst year for stocks and bonds since 2008.  U.S. Equity Indexes 2022 Return S&P 500 -19.44% DJII -8.78% Nasdaq...

Q3 Commentary, 2022

Q3 2022 Client Commentary: Higher Volatility in the Cards The 3rd Quarter began with a nice relief rally which felt really good compared to how the market had been misbehaving; however, the fun was short lived. In August, the Federal Reserve began getting very nervous...