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…
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…
The year 2021 was generally strong for investments, financial plans, and our business. Despite headwinds such as inflation, supply chain iss
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
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…
Etsy is the global marketplace for unique and creative goods. We connect millions of buyers and sellers from nearly every country around…
The past 5 years have offered tremendous returns in the stock market while also maintaining inflation-like returns in the general bond marke
I’m happy to share with you that, like our clients, our business had a very good year in spite of the many challenging headlines.
Quarterly Market Recap The third quarter continued this year’s rebound with the Wilshire 5000 index gaining 9.01% from the timeframe of…
Quarterly Market Recap
· Election Fears
· Market Fragmentation
· Top Client Questions and Answers
The second quarter saw a large rebou