2024 Q3 Investment Report
As we close the third quarter of 2024, global financial markets have shown notable resilience amid ongoing economic uncertainties. Despite many pundits warning of a difficult September, U.S. stocks posted modest gains for...
2024 Q1 Investment Report
The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes...
Second Quarter 2023 Market Review
Second Quarter 2023 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...
First Quarter 2023 Market Review
First Quarter 2023 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...
Second Quarter 2022 Market Review
Second Quarter 2022 Market Review As the markets continue to be volatile and the economic news worrying, our goal is to provide objective information to help you process so much conflicting data. We...
We’re Here to Help
This year marks our 30th anniversary in business, and we have been here with you through many ups and downs in the markets. We know that it can be overwhelming to see the...
History Shows That Stock Gains Can Add Up After Big Declines
History Shows That Stock Gains Can Add Up After Big Declines: The market volatility witnessed in the 1st quarter of this year has continued with the S&P 500 Index down just over 13%...
First Quarter 2022 Market Review
First Quarter 2022 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. As you will see, both stock and bond markets struggled through...
Fourth Quarter 2021 Market Review
Fourth Quarter 2021 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...
Third Quarter 2021 Market Review
Third Quarter 2021 Market Review The attached report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of...