Featured Newsletters

Q3 2023: Stability Likely but Uncertainty to Continue

A seasonally weak month, September pulled the S&P 500 and Nasdaq down -3.22% and -3.94%...

1Q’23: Close to the End? Maybe, but Uncertainty Remains

After a calamitous year in 2022 – the S&P 500 was down -19.4%,* Nasdaq fell...

4Q’22: Headwinds to Tailwinds in 2023…

With the simultaneous collapse in stocks and bonds in 2022, there were few places to...

3Q’22: Market Review and Commentary

Despite a summer rally that erased more than half the losses of the first half...

2Q’22: Market Review and Commentary

Despite reaching new highs in early January, the first half of the year ended up...

1Q’22: Market Review and Commentary

While 2021 ended with strong gains in the S&P 500 and Nasdaq, up +28.7% *and...

Q1’22: Run For the Hills?

Many are wondering what impact the developing Ukraine situation will have on the stock market...

4Q’21: Newsletter

2021 went out with glory: the S&P 500 finished with a total return of +28.7%...

3Q’21: Market Summary and Outlook

After seven consecutive months of stock market gains, stocks finally corrected in September with key...

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