Tag: Market Review

Quarterly Review – First Quarter 2022

Capital markets retreated in the first quarter, not at an alarming rate, but certainly a deviation from the pattern of positive quarters investors have grown to appreciate. Of the last 50 quarters since the Great Financial Crisis, only 8 [...]

By |2022-05-03T18:22:15+00:00May 3rd, 2022|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2022

Quarterly Review – Fourth Quarter 2021

Once again, equity markets had a great year with the S&P 500 posting a 29% return and a 3-year annualized return of 26%! The equity market returns are even more impressive in light of inflation concerns throughout the year, [...]

By |2022-01-28T13:41:57+00:00January 26th, 2022|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2021

Quarterly Review – Third Quarter 2021

As the world emerged for summer vacations, capital markets were relatively calm. However, issues brewing under the surface for much of the year including inflation, a Federal debt limit impasse, supply shortages, shipping logistics and labor shortages all drew [...]

By |2021-10-20T22:11:21+00:00October 20th, 2021|Quarterly Review|Comments Off on Quarterly Review – Third Quarter 2021

Quarterly Review – Second Quarter 2021

We hope you are enjoying summer! The “dog days of summer” were not discouraging the markets as they continued their upward trajectory with all major equity and fixed income indices generating positive performance for the quarter. As inflation concerns [...]

By |2021-09-09T19:30:20+00:00August 4th, 2021|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2021

Quarterly Review – First Quarter 2021

Capital markets provided mixed returns during the first quarter as value-style indices advanced, growth-style indices lagged and fixed income markets declined. A confluence of factors is creating both tailwinds and headwinds in the markets: Approved stimulus measures and proposed [...]

By |2021-04-22T14:36:21+00:00April 22nd, 2021|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2021

Quarterly Review – Fourth Quarter 2020

We would like to first acknowledge and offer our heartfelt condolences and thoughts to those that lost loved ones or suffered economic hardship during this ongoing pandemic. It was a year like no other. Winston Churchill once said, “If you [...]

By |2021-01-26T16:58:47+00:00January 26th, 2021|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2020

Quarterly Review – Second Quarter 2020

First, we hope you and your family are happy, healthy and enjoying some return to normal life. We have all come very far since the onset of the pandemic and our collective strength and resolve to continue safe habits [...]

By |2020-10-22T13:23:28+00:00July 23rd, 2020|Quarterly Review|Comments Off on Quarterly Review – Second Quarter 2020

Quarterly Review – First Quarter 2020

First and foremost, we hope you and your families are safe and healthy. These are indeed unprecedented times and unprecedented actions are being taken to combat the societal and economic impact of the COVID-19 pandemic. As people across the [...]

By |2020-05-01T17:16:57+00:00April 20th, 2020|Quarterly Review|Comments Off on Quarterly Review – First Quarter 2020

Quarterly Review – Fourth Quarter 2019

What a great year for investors! During 2019, capital markets erased the memory of 2018’s negative performances and moved on to record-setting index levels. In a complete turnaround, every asset class generated a positive return, whereas in 2018 nearly [...]

By |2020-05-01T18:01:48+00:00January 28th, 2020|Quarterly Review|Comments Off on Quarterly Review – Fourth Quarter 2019