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February Commentary

What Happened: · February markets started off the month with a bit of a bounce back from the hard hit we took during January, but January’s many concerns remained. And volatility persisted. The most defining moment came at the end of the month as Russia invaded Ukraine. U.S. markets in general took a large hit, […]

December Commentary

What Happened: What we Did: What we are Watching: Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities […]

October Commentary

What Happened: What we Did: What we are Watching: Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities […]

September Commentary

What Happened: · For September, the US equity markets had its first negative month of performance since January. Domestic Year-to Date performance has remained strong through the end of the 3rd quarter with major domestic indexes still holding their gains while achieving positive returns of at least + 10%. The S&P 500 has returned + […]

Quarter 2 – 2021 Commentary

Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities portfolio, transactions or investment strategies. The projections were created based […]

March 2021 Commentary

What we did: What we are watching: We continue to keep an eye on the COVID-19 vaccination numbers globally, and how new COVID mutations and new waves might hinder recent efforts. Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no […]

May Commentary

What happened: What we did: What we are watching: Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities […]