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October Commentary

November 23, 2021/

What Happened: What we Did: What we are Watching: Disclaimer: Investing in financial markets carries risk, including loss of principal. You can...

September Commentary

October 8, 2021/

What Happened: · For September, the US equity markets had its first negative month of performance since January. Domestic Year-to...

March 2021 Commentary

June 11, 2021/

What we did: What we are watching: We continue to keep an eye on the COVID-19 vaccination numbers globally, and...

May Commentary

June 11, 2021/

What happened: What we did: What we are watching: Disclaimer: Investing in financial markets carries risk, including loss of principal. You can...

Quarter 1 Market Update

April 16, 2021/

What happened: ·         U.S. equities continued their upward movement from the pandemic lows seen in March of 2020. The first quarter...

March 18, 2021/

What happened: What we did: What we are watching: We continue to keep an eye on the COVID-19 vaccination numbers...

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