July 2, 2020

Review of 2nd Quarter

The rapid recovery in stock market values over the past three months has been nearly unprecedented. Only once in the history of the S&P 500 – 1st quarter of 1975 – has the quarterly return exceeded the 21% return in April, May, and June. Other mark...

June 2, 2020

The S&P 500 rose by 4% in May, which means a 17% increase in value over the past two months. That large of an increase in light of the economic hardship many businesses and individuals are facing is causing some investors and analysts to question the rationality of cur...

May 1, 2020

In December of 1991, as the U.S economy was recovering from a relatively mild recession, the S&P 500 increased in value by 11%.  That was the largest monthly return in the stock market over the past 30 years – until last month.  The S&P 500 gained 13% in April, startin...

April 7, 2020


We’re an investment advisory firm, and it’s our duty to provide perspective on the capital markets as it relates to our clients’ portfolios. However, we aren’t blind