If all you knew of the most recent quarter was the returns shown in the tables provided at the end of this update, you may think it was a...

The 2nd quarter of 2023 showed positive returns in most equity asset classes with mixed results in fixed income. Inflation, compared to the same period in 2022, has continued to...

The first three months of 2023 provided a partial recovery to last year’s sell off in equities and fixed income. China removing its COVID restrictions and opening its economy was...

Summary Market sentiment improved during October, as a more positive tone for U.S. equity markets returned versus the previous two months. US markets were up for the month of October,...

Summary Over the past few months, stock markets have experienced wide fluctuations. After being down from the beginning of the year by over 23% through June 16, the S&P 500...

Please click this link 2021 Q1 Newsletter to read our full newsletter for the first quarter or 2021. Updates and Announcements Tax Deadline Delayed to May 17 American Rescue Plan...