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2022 Annual Letter
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Q3 2022 Market Update
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Q2 2022 Market Update
During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…
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Q1 2022 Market Update
During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…
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Q1 2022 Market Update #3
During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…
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2021 Annual Letter
The year 2021 was generally strong for investments, financial plans, and our business. Despite headwinds such as inflation, supply chain iss
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Q3 2021 Market Update
Q3 was a bit of a pause on the yearly growth, but markets again roared back to all-time highs in October. This year has continued solid retu
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Q2 2021 Market Update
In Q2 2021 the Wilshire 5000 Total Return index gained 8.05%, the All-Country World Index gained 7.11%, and the Barclays Aggregate Bond…