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

Quarterly Commentary – June 2021

During the second quarter of 2021 the US Equity Market continued upward and closed near all-time 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. The S&P 500 was up 15.2% for 2021. The Dow Jones Industrial Average was ... Read more

Quarterly Commentary – March 2021

The first quarter of 2021 saw the US Equity Markets continue their ascent and finish with relatively nice gains. 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 6.4% for 2021. The Dow Jones Industrial ... Read more

Quarterly Commentary – December 2020

The fourth quarter was strong for the US Equity Markets which continued their upward move from the March lows. Market volatility had a relative peak at the end of October and then steadily declined as the market continued to advance to all time high 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 ... Read more

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
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