Quarterly Commentary – September 2020

The third quarter US Equity Markets continued their upward move from the March lows up until early September when we experienced an almost correction shy of the 10% required to qualify it as such.  Market volatility returned after several months of steady advances. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar-to these indexes in varying amounts based on ... Read more

Quarterly Commentary – June 2020

After the unprecedented drop in the first quarter, the U.S. equity market managed a significant rebound that continued until the first week of June. The market then reverted and declined for the remainder of June. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar-to these indexes in varying amounts based on your personal risk tolerance and should only be ... Read more

Quarterly Commentary – March 2020

As we close out this quarter and look to the next, we are in a unique situation nationally and globally. Our hearts go out to everyone as we adjust to this unprecedented event. To our clients and friends on the front lines in our community and around the world, “Thank you” seems so inadequate, but we want to extend to you our deepest appreciation and admiration. Early in the year, U.S. equities continued their upward move up until February 19 when the ... Read more

Quarterly Commentary – December 2019

After more than a year and half without meaningful new highs, U.S. equities were finally able to break out in the fourth quarter. In 2019, the S&P 500 traded higher on 59% of all trading days, which ranks at a 7th record going back to 1928. Since the stock market rally revived in early October, the major indexes have been in a strong, steady ascent this past quarter. The following are performance numbers from various popular indexes. Please ... Read more

Quarterly Commentary – September 2019

During the third quarter, US equities ended up flat after a marginally positive month of July mostly for the large cap equities, then moving down in August only to bounce back up close to starting levels of the quarter by the end of September. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar-to these indexes in ... Read more

Quarterly Commentary – June 2019

The second quarter saw U.S. Equities continue their upward move until the beginning of May where things took a turn lower and went down for most of May only to rebound in June back to the prior month levels. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on ... Read more

Quarterly Commentary – March 2019

The first quarter saw US Equities come back roaring on the upside from the most recent low established in late December. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on your personal risk tolerance and should only be compared in that context. The S&P 500 was up ... Read more

Quarterly Commentary – December 2018

December 2018 will go down as the worst month since October 2008 for the U.S. stock market and the worst December since 1931. Year to date the results have been negative for both U.S. equities and for international equities, although the latter held up better during the past quarter. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities ... Read more

Quarterly Commentary – September 2018

The U.S. Equity markets continued their upward move during the quarter. Year to date the results have been good for U.S. equities but not very good for international equities nor fixed income. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio may include an allocation to securities similar to these indexes in varying amounts based on your personal risk tolerance and ... Read more

Quarterly Commentary – June 2018

The U.S. Equity markets started a slow ascent after getting close to the lows of the year as we approached the end of March. April started on a good note and the past quarter turned out to be positive. Year to date however the results have been mixed and muted for U.S. equities overall. The following are performance numbers from various popular indexes. Please remember index numbers are not individually comparable to a properly diversified portfolio. Each portfolio ... Read more
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