Quarterly Commentary

Quarter 1, 2022 Commentary

Q1 2022 Client Commentary Obviously 2022 got off to a rocky start for investors as a result of several negative political, economic and market-driven forces: What Happened?  Inflation surged to 40-year highs, Russia’s military invasion of Ukraine, and a Federal...

Quarterly Q4 2021 Client Commentary

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...

Q3 2021: Markets Are Spooked

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 catalyst. Basically, in September, there were 4 or 5 events that occurred that set us on a “correction.” First, as mentioned, the China Evergrande, the biggest real estate developer in China, burns a lot of cash as they develop properties. During this month, Evergrande reached their limit.

Q4 2020: What’s Good is Bad, 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 locomotion of 2020’s stock market volatility, but also it identifies the country’s political climate of this past year.

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 friend to A.G. Campbell Advisory for many years.