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...
by Lori Eason | Mar 20, 2020 | Quarterly Commentary
Many of you have heard us talk about the fact that the stock market regularly goes through periods where it loses half its value. This happens roughly every ten years. The last episode was around 2009-2010 during the financial crisis. Ten years later we have our...
by Lori Eason | Dec 22, 2019 | Quarterly Commentary
2019 turned out to be one of those gangbuster years for the stock market that investors only see a couple of times in a decade. Or so it seemed. In reality, the rally was a continuation of the 2018 market expansion. Large cap stocks had the best performance with the...
