3rd Quarter 2023 Market Overview Bend But Not Break The stock market retreated in Q3, succumbing to pressure from higher interest rates. The decline broke a three-quarter win streak for the broad market. The month of September held true to form as consistently being the weakest seasonal period of the year. The S&P 500 fell […]

2nd Quarter 2023 Market Overview What’s Going On? It was a perplexing first half of 2023. Wall Street was caught offside at what unfolded in the markets and this has led to growing uncertainty about the optimum strategy for the rest of the year. At the beginning of the year, we remember, the dominant outlook […]

1st Quarter 2023 Market Overview What is Not to Like? What a difference a year makes. At the outset of last year, the stock market was at record levels; high-risk territory. Inflation was soaring, and interest rates were spiking. When war broke out in Ukraine, everything was compounded, as supply chains were interrupted. The combination […]

4th Quarter 2022 Market Overview GOODBYE 2022 The fourth quarter brought a welcomed respite from the bumpy downtrend that plagued the markets, all year long. After the brutal month of September, in which the S&P 500 fell 9.3%, the index held on for a 7% gain for the fourth quarter, reversing three consecutive negative quarters. […]

3rd Quarter 2022 Market Overview PAIN BEFORE PROSPERITY It was a dismal quarter. We just have to know that things will get better. After a terrible first half of the year, it looked as if the markets established some footing and a gradual return to normality in the economy would usher a stock market recovery.  […]

2nd Quarter 2022 Market Overview “DON’T OVERSTEER!” When Covid 19 first broke out in 2020, no one could have imagined what transpired over the next two and a half years. Initially, the economy shut down. Then, trillions of dollars were created and injected into the financial system. Rather than fortifying the economy, as was originally […]

1st Quarter 2022 Market Overview WHAT TO DO WITH A WAR, INFLATION, AND HIGHER INTEREST RATES Investment accounts need resilience, as economic conditions worsen in 2022.  Resilience from inflation.  Resilience from rising interest rates.  Resilience from the fallout of the Ukraine invasion.  The Federal Reserve is signaling six rate hikes this year, possibly totaling 2.50%.  […]

4th Quarter 2021 Market Overview THE DOWNSIDE OF UP There is a downside to a rapidly rising stock market. The age-old idiom of investing, “buy low, sell high” is rendered unattainable in so many circumstances. Valuations become inflated and investors are herded into assets at nose bleed levels. As stock prices approach their zenith, the […]

2nd Quarter 2021 Market Overview The Next Big Thing My son, Jack, is a new investor and he recently asked me, “Dad, what is going to be the next big thing?” This is a meaningful question to address as we move to the second half of 2021. Over the past year, many candidates emerged as […]

3rd Quarter 2021 Market Overview Abundance of Shortages These days, it seems like everything is in short supply. There are not enough workers. Not enough houses. Not enough flights. Not enough cars. Not enough semiconductor chips. Not enough materials. Not enough health care. There is even chatter that toilet paper and paper towels are in […]