by admin | Jan 21, 2022 | Quarterly Announcements
Q4 2021 Client Commentary Well, I never would’ve figured this one out. October started with the prospect of spooky ghouls, negative sentiment, and the headwinds of inflation and more partisan fighting. We then went on to be thankful that the month of November ended...
by Mark Scott | Oct 19, 2021 | Quarterly Announcements
Q3 2021 Market Recap: Markets Are “Spooked” This Halloween! Everything was really feeling like the time of “Summer Lovin’,” and then China began the disruption of U.S. and global markets. They are not totally responsible, but they certainly were the...
by admin | Jan 13, 2021 | Quarterly Announcements
Quarterly Commentary Q4 2020 What’s Good is Bad, and What’s Up is Down A friend of mine used this expression in a conversation with me yesterday, and I realized it captured a lot about 2020. It not only correctly characterizes the sentiments behind the...
by admin | Oct 19, 2020 | Quarterly Announcements
Q3 2020: If You Don’t Have Anything Nice to Say, Don’t Say Anything at All My mother used to say, “if you don’t have anything nice to say, don’t say anything at all.” Alternatively, we do think we have nice things to report about our management in the 3rd quarter of...
by admin | Jul 30, 2020 | Quarterly Announcements
Q2 2020: Not Out of the Woods Yet Before we delve into the 2nd Quarter review, we are pleased to announce that we have recently expanded our practice to include Betsy Brennen, CFP®. Betsy is a former colleague from Alex. Brown & Sons, and she has been a good...
by admin | Apr 14, 2020 | Quarterly Announcements
Q1 2020: The New Normal WHAT HAPPENED? World economies already in slow growth mode and now many of them are pushed into a recession. Stock valuations started the year at unprecedented levels and had further to fall when COVID-19 took over. Bond yields were low at the...
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