Quarter Review

3Q 2022 – Quarter 3 Commentary

What Happened: Q3 2022 offered a glimmer of hope for investors as it began with a double-digit market rally which abruptly ended mid-August and quickly reversed after another high CPI increase (8.3%) which shocked the markets.  The fear of hawkish Fed and continued large interest rate hikes drove down equity and bond markets alike to new …

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March Commentary

What Happened: · While March ended the month positive across all major US equity indexes, Q1 was still negative, more accurately representing the tone of 2022 so far. Many uncertainties in the economy and geopolitics shaped the year thus far, resulting in the YTD performance: S&P 500 at -4.6%, the DJIA -4.1%, NASDAQ -8.94% & …

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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, …

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January Commentary

What Happened: January, and its intense volatility, was a bit of a shock to investors after coming off the strong close 2021 had for the broad markets.  The S&P 500 took a 5.3% hit, and more significantly the NASDAQ experienced a 9% sell-off lead by Tech. The Russell 2000, representing small caps, was down nearly …

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