Review of 3rd Quarter

U.S. Stocks continued their recovery during the third quarter, increasing in value by 9%.  However, September looked quite different than the previous two months, as stocks rose by 13% during July and August, but fell by 4% during September.  Forei...

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...

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 to the enormity of the human tragedy with respect to people’s health and individual economic...

January 17, 2020

Review of 2019

May we all experience many investing years like this. U.S. stocks rose by 32% during the year. Developed international stocks and emerging market stocks did not fare as well, “only” rising by 22% and 18%, respectively. Even boring ole bonds went up by 9%....

October 16, 2019

Review of 3rd Quarter

During the third quarter, U.S. stocks rose by 2%, and are now up 21% for the year.  Developed international stocks fell by 1% but are still up 13%, while emerging market stocks fell by 4% and are only up 5% for the year.  Bonds rose by 2% for the q...

July 18, 2019

Review of 2nd Quarter

After two sluggish months in April and May, the stock market had an outstanding June,making for a profitable quarter for investors. U.S. stocks rose by 4% for the quarter and are now up 19% for the year. Developed international stocks also did well...

April 1, 2019

Review of 1st Quarter

That was fun!  During the first quarter, U.S. stocks rose by 14%, with developed international stocks and emerging stocks close behind, each gaining 10%.  Even bonds got into the act, earning a return of 3%.*  We’ll offer our relatively simple anal...

January 15, 2019

Review of 2018

Last year felt bad, didn’t it?  Without looking at the numbers, it seems like it was a horrible year. And yet, U.S. stocks did decline, but only by 4%.  Bonds were flat for the year. All things considered, 2018 wasn’t that bad.  Yes, international stocks...

October 11, 2018

Review of 3rd Quarter

During the third quarter, U.S. stocks provided good returns -- they earned 8% for the quarter and were up 11% for the year by the end of the quarter. International stocks rose by 1% for the quarter but were still down 3% for the year (emerging mark...

July 11, 2018

Review of 2nd Quarter

During the second quarter, stocks showed a fair amount of volatility without truly going anywhere. There was a regular routine of several days of losses, followed by several days of gains. Over the quarter, U.S. stocks rose by 3%, while non-U.S. st...

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