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A long-term focus is essential to achieving one’s financial goals, however we recognize that our clients are inundated with headlines, tweets, and sensationalized news stories. Our quarterly updates provide insight into trends we are seeing and provide perspective on the markets.

These quarterly newsletters complement the personalized communications we have with our clients. We also send updates to address important changes or news headlines.

Below you will find a sample of some of our recent commentary:

Third Quarter 2023

The stock market recovery from the bear market of 2022 continued in the second quarter.

Third Quarter 2022

The stock market correction accelerated in the second quarter of 2022 as investors reacted to several headwinds including higher inflation and commodity prices, rising interest rates, and tightening monetary policy.

Third Quarter 2021

The vaccine rollout progressed across the world in the second quarter of 2021, the global economy continued to recover, and equity markets delivered their fifth consecutive quarter of gains.

Fourth Quarter 2020

The global economy continued to recover and asset prices climbed in the third quarter as the world gradually opened from Covid-19 induced shutdowns.

Third Quarter 2020

Surprisingly, given the ongoing global pandemic, stocks staged an impressive comeback in the second quarter.

Second Quarter 2020

It is difficult to know where to begin given all that has transpired over the last several weeks.