by Charles Webb | Sep 30, 2021 | Quarterly Commentary
The S&P 500 continued to reach new all-time highs in the third quarter as investors looked for a return to a pre-pandemic world. It was a similar story for small and mid- cap stocks, although their performance was mostly flat after record runs in the first half of...
by Charles Webb | Jun 30, 2021 | Quarterly Commentary
It seems every year the markets have some economic theme that dominates the news and drives volatility. These themes always vary in topic but are common in that they all relate to big picture issues such as Fed policy, the jobs market, elections, etc. This year the...
by Charles Webb | Mar 31, 2021 | Quarterly Commentary
What a difference a year makes. This quarter wraps up almost exactly a year since the whole COVID thing came on to the scene. During that stretch of time, we’ve witnessed a roughly forty percent decline in stocks to the record highs of today. It’s been a wild ride for...
by Lori Eason | Dec 1, 2020 | Quarterly Commentary
Despite all the terrible news from this past year, the U.S. stock and bond markets ended at all-time highs fueled by the largest government stimulus program in history and optimism that the economic shutdowns will soon be over. The S&P 500, Dow Industrial Average...
by Lori Eason | Sep 20, 2020 | Quarterly Commentary
The third quarter was relatively calm compared to the first half of the year. The second quarter’s rebound from the March lows has largely held firm or in many cases continued to advance. In fact, large cap stock indices are now positive for the year thanks to the...
by Lori Eason | Jun 20, 2020 | Quarterly Commentary
Despite all the anxiety and grim news, the stock market was able to retrace much of the losses suffered in the first quarter of the year. After bottoming out in late March with a roughly 40% decline, the broader stock market was able to move steadily higher throughout...
