Congratulations! We are pleased to report 2021 was a strong year! In fact, stocks have now advanced over the last seven consecutive quarters! This year’s path was unusually...

Summer doldrums plagued the markets as stocks traded in an erratic price range that became especially volatile as the quarter ended.  Investors turned more cautious as a wide...

The stock market continued its blistering rally off of the pandemic lows set in March 2020. Indeed, gains were achieved in the last five consecutive quarters—an extraordinary...

It is hard to imagine that only one year ago investors braced themselves for Armageddon as the Covid pandemic and related lockdowns suddenly gripped the world. Stock prices,...

Stocks enjoyed a solid quarterly performance, which added to the very strong recovery from March’s major market low. While 2020 started off on a smooth growth trajectory, nobody...

In ways that nobody could have imagined, 2020 has been a highly turbulent year and certainly one for the history books. The longest economic expansion in U.S. history ended early...

Despite troubling headlines of ongoing virus concerns and terrible unemployment numbers, the stock market pivoted direction in late March and embarked on its best quarterly...

Considering the exceptional portfolio returns earned in 2019 and improving economy as this year began, this virus-induced stock market collapse has been a gut-wrenching time for...

Happy New Decade! We are pleased to report you finished the year with a very strong performance. Congratulations!  What's Next in 2020? We caution against extrapolating last...