Archives

20 Jun

June 20, 2022 – A Bear Market is “Officially” Here

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A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has felt like a bear market for most of 2022, but the S&P 500 Index didn’t close more than 20% below ..

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03 Jun

June 3, 2022 – Market and Economic Update

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The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3rd, 2022, the S&P 500 Index gained 114%. From that January 3rd closing high through t..

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05 May

May 4, 2022 – Market and Economic Update

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“It has been a turbulent 2022 thus far. The S&P 500 Index had its worst April in more than 40 years, the Nasdaq entered a bear market on April 26 with its more than 20% decline, and bonds, which typ..

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07 Apr

April 7, 2022 – Market and Economic Update

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“Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” - Sir John Templeton According to the guidance of revered investor Sir John Templeton, it app..

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08 Mar

March 8, 2022 – Market and Economic Update

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Dear Valued Investor, The green shoots are hard to see right now as spring approaches, clouded by war in Ukraine. Democracy is under attack and innocent lives are tragically being lost. But while w..

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24 Feb

February 24, 2022 – Positivity Amidst Uncertainty

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Dear Bennett, Stocks have gotten off to a very rocky start in 2022, with the potential for Federal Reserve rate hikes coming and the geopolitical worries over Russia and Ukraine only adding to the ..

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25 Jan

Jan 2022 – Moving Forward after a Pullback

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Stocks have gotten off to a tough start in 2022. Why has the market pulled back and what might we see going forward? We think the most important thing to remember is that periodic stock market vola..

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01 Jan

Jan 2022 – New Beginnings in 2022

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With the New Year comes new beginnings, new goals, new challenges, new friendships, and new opportunities. 2021 was an incredible year for the economy and investors, but to us the future remains brigh..

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