Quarterly Market Updates

Quarterly Market Review – Q1 2024

After Unexpected Gains, Should We Automatically Expect Heavy Losses? Presented by Mark K. Lund, Financial Advisor The market in the first quarter of 2024 defied the expectations of the leading indicators (and conventional wisdom) to continue its upward path. Howard Silverblatt, writing for the S&P Dow Jones Indices report, put

Read More »

Quarterly Market Review – Q1 2024

After Unexpected Gains, Should We Automatically Expect Heavy Losses? Presented by Mark K. Lund, Financial Advisor The market in the first quarter of 2024 defied the expectations of the leading indicators (and conventional wisdom) to continue its upward path. Howard Silverblatt, writing for the S&P Dow Jones Indices report, put

Read More »

Quarterly Client Letter – 2022 Q3

Well, it’s official. Third quarter has ended in bear market territory across multiple markets. To place that news in meaningful context, we pose two questions: 1. In better times, had you boldly “pre-decided” what you would and would not do during the next bear market? “Great investment experiences treat most

Read More »

Quarterly Client Letter – 2022 Q2

Welcome to the second half of 2022. What’s up next? As always, your guess is as good as ours. If anything, the past quarter has demonstrated how even familiar shores can shape-shift on us with each tide. Following are a few of the ways in which the financial landscape has

Read More »

Quarterly Client Letter – 2022 Q1

And just like that, two years have passed since spring 2020. Two years since none of us had a clue how long COVID would linger … or how quickly today would arrive. Time can confound us that way, magically managing to crawl and fly at the same time. Capital markets

Read More »

E-MAIL US