Quarterly Commentary – December 2021

The fourth quarter of 2021 saw the US Equity Market continue to climb, and despite a couple of relatively minor setbacks, managed to close at new highs. 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. Year to date ... Read more

Quarterly Commentary – September 2021

The third quarter of 2021 brought slightly higher levels for the US Equity Market, and we are nicely up for the year. 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. Year to date for 2021, the S&P 500 was ... Read more