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Monthly Market Insights | May 2023

US Markets Stock overcame recession worries and mixed corporate earnings results in April, ending mostly higher. For the month, the Dow Jones Industrial Average picked up 2.48%, whereas the Standard and Poor’s 500 Index rose 1.46%. The Nasdaq Composite which…

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Monthly Market Insights | February 2023

US Markets Stocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying mood. For the month, The Dow Jones Industrial Average rose 2.83%. The Standard & Poors 500 Index jumped…

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Morning Market Commentary Q4 2021

Q4 2021 Stock Market Commentary

For the third consecutive year, the stock market posted a double-digit positive return. The S&P 500 gained 26.9% for the year, the Dow Jones Industrial Average posted an 18.9% gain, and the Nasdaq Composite gained 21.4%. Double-Digit Returns Despite Challenges…

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investment management

Q1 2021 Stock Market Commentary

The market continued to surge higher as we said goodbye to 2020 and hello to 2021. Additional stimulus, mass vaccinations, and hopes for a return to a fully opened economy provided a nice backdrop for the market to further its…

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Test tubes

2020 First Quarter (Q1) Market Commentary

Most economic slowdowns occur over time with a slow deterioration of Employment, Consumer Confidence, and Gross Domestic Product (GDP). Companies generally tighten their belts and the Fed and Government make monetary and fiscal policy changes to help soften the blow…

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2018 Q4 Market Commentary

Are we at a tipping point in the stock market? The economy?? Or Both??? Over the last 3 months, we have heard a number of negative headlines including but not limited to the following: Government Shutdown, Trade Wars/Tariffs, Rising Interest…

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2018 Q1 Market Commentary

After starting the year where we left off in 2017 with the S&P 500 rising more than 7% in January, the market finally met some volatility that we haven’t seen in several quarters.  Inflation fears, higher interest rates, tariffs, privacy…

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2Q 2017 Market Commentary

The markets continued to march higher into the 2nd quarter.  With the strong finish, it marked the eighth straight month of gains for the Dow Jones Industrial Average.  The Dow is now enjoying a rise of 8.0% for the year…

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