Market Updates

08/02/21

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…

07/30/21

Etsy is the global marketplace for unique and creative goods. We connect millions of buyers and sellers from nearly every country around…

05/06/21

The past 5 years have offered tremendous returns in the stock market while also maintaining inflation-like returns in the general bond marke

02/03/21

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.

11/06/20

Quarterly Market Recap The third quarter continued this year’s rebound with the Wilshire 5000 index gaining 9.01% from the timeframe of…

08/12/20

Quarterly Market Recap
· Election Fears
· Market Fragmentation
· Top Client Questions and Answers

The second quarter saw a large rebou

05/07/20

Q1 2020 Highlights · Never bet against America · Quarterly Market Recap · Top Client Questions and Answers Thoughts on the United States…

04/07/20

I hope this update finds you and your family healthy and taking advantage of the extra family time provided by this historical period we…

03/18/20

“Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years” – Warren Buffet In the prior two market…