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 – 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