Category: Quarterly Reviews

Despite the war with Iran and high inflation readings, the stock market had its best quarter since the post-Covid rebound in 2020; the…

The first quarter of 2026 was not a great quarter for the markets, but we strive to apply a steady hand and rational…

The final quarter of 2025 saw the continued appreciation of the equity markets, but we saw a broadening in that participation, as small…

The third quarter saw the continued market recovery from the tariff induced selloff in April, as the impact on inflation so far has…

After a rocky start to the year, punctuated by the roll out of the new Administration’s tariff policies on Liberation Day, the stock…

Mildly put, this year has gotten off to an eventful start. The new administration has ushered in a range of policy changes that…

Happy New Year! Wall Street had a good 2024, and The Economist magazine describes the US economy as “the envy of the world”….

After a period of concentrated equity returns that were led by the largest mega-cap technology-oriented companies, the stock market saw broadened participation in…

The stock market was mixed in the second quarter.  Most broad market indices declined during the quarter except for the market-weighted S&P 500,…

The stock market got off to a strong start to the year with the market weighted S&P 500 increasing 10.56%. But as was…