12 Jan 2022
January 12, 2022

4th Quarter Commentary 2021

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This commentary is meant to be a reflection on the past quarter and expectations for the coming quarter and year.  But in thinking back on the past year I am reflecting on the sudden loss of a very good friend and client.   There was also good news just received that a client was winning her.. read more →

14 Oct 2021
October 14, 2021

2021 – 3rd Quarter Commentary

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 The market faced the start of the third quarter with high expectations and ended with a flip from growth to value.  The good news that drove the market through the first half of 2021 simply stopped coming, replaced by concern over the $3.5 trillion dollar tax and spend plan the democrats proposed, supply chain issues,.. read more →

27 Jul 2021
July 27, 2021

2021 – 2nd Quarter Commentary

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The 2nd quarter market performance reflected a mixed bag of investor concerns.  Most US states reopened as covid vaccinations were made available across all age groups.  While the push was still on to vaccinate more of the US population a far fewer number of vaccinations were being administered everywhere else in the world.  The appearance.. read more →

13 Jan 2021
January 13, 2021

Moving On….Looking Ahead

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We would all like to forget 2020 and move on.  But.  A friend sent me this text on January 8th of this year.  “I’d like to cancel my subscription to 2021.  I’ve experienced the free 7-day trial and I’m not interested.” 4th quarter was even more fun, simply different, from the first 3 quarters of.. read more →

27 Oct 2020
October 27, 2020

3rd Quarter 2020

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2020 may go down as the longest year ever.  The 3rd quarter started as a break from the 1st half of the year.  July and August rolled along with the market rally following the March market drop.  But then came September.  That is where we’ll spend our time. The driving force for the US market.. read more →