We’re Here to Help

6.20.22 | Investments

This year marks our 30th anniversary in business, and we have been here with you through many ups and downs in the markets. We know that it can be overwhelming to see the...

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History Shows That Stock Gains Can Add Up After Big Declines

5.9.22 | Investments

History Shows That Stock Gains Can Add Up After Big Declines: The market volatility witnessed in the 1st quarter of this year has continued with the S&P 500 Index down just over 13%...

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First Quarter 2022 Market Review

4.11.22 | Investments

First Quarter 2022 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. As you will see, both stock and bond markets struggled through...

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Fourth Quarter 2021 Market Review

1.19.22 | Investments

Fourth Quarter 2021 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

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Third Quarter 2021 Market Review

10.14.21 | Investments

Third Quarter 2021 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

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Second Quarter 2021 Market Review

7.15.21 | Investments

Second Quarter 2021 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...

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First Quarter 2021 Market Review

4.16.21 | Investments

First Quarter 2021 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with an overview, then features the returns of stock...

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2020 Annual Market Review

1.19.21 | Investments

2020 Annual Market Review The year 2020 will go down as one of the most challenging years in recent memory. A global pandemic followed by economic, political, and social unrest left many people...

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Third Quarter 2020 Market Review

10.6.20 | Investments

Third Quarter 2020 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with an overview, then features the returns of stock...

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Market Returns During Election Years

9.8.20 | Investments

Summer is behind us and many are preparing for additional months of in-home education as schools remain predominantly closed.  While Labor Day likely felt different than in past years, our ability as a...

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