Quarterly Commentary – March 2022

The first quarter of 2022 brought a swift change relative to 2021 as the U.S. equity market went into a brisk decline that breached into correction territory with a 12% drop from the high and into early March. In the case of the Nasdaq Composite, it brushed bear market territory at negative 18% from its high. Then came a rebound that recovered a significant portion of those losses by the end of March. During this time, Energy and Commodity ... Read more

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 – 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