We hope this month’s newsletter finds you in great spirits after what was hopefully a fun and relaxing 4th of July! Markets & Economy The markets continued their steady climb in June, with the S&P 500 gaining 3.59% for the month. This brings its total return for the first half of the year … Read more about June 2024 Newsletter
May 2024 Newsletter
We hope you got to spend some good quality time with family and friends this past Memorial Day. Looking forward to 4th of July one of our personal favorite times of year. Markets & Economy After a slow April, the markets bounced back in May. The S&P 500 rose by 4.37%, recovering the … Read more about May 2024 Newsletter
April 2024 Newsletter
Happy early Memorial Day! We hope you get to spend some time with family and friends over the long upcoming weekend. Markets & Economy April brought a notable shift in the markets as they took their first breather of the year. The S&P 500 declined by 4.08% for the month, yet it remains … Read more about April 2024 Newsletter
March 2024 Newsletter
For those that were in the viewing area, we hope everyone had a chance to view and enjoy the eclipse. It truly was an incredible sight to see. Markets & Economy As we wrap up the first quarter of 2024 and enter the second, markets continue to maintain high levels. The S&P 500 rose by … Read more about March 2024 Newsletter
February 2024 Newsletter
Happy St. Patrick’s Day and Happy Easter to those of you who celebrate these holidays! The good news with these particular holidays is that they are signs of spring. In the north we are anxiously awaiting longer days and warmer temperatures. If you are in the south please send some warmer weather … Read more about February 2024 Newsletter
January 2024 Newsletter
We are off and running in 2024! We hope this Newsletter finds you well. Markets & Economy As we embark on the new year, markets have carried forward the positive momentum from the end of 2023. In January, the S&P 500 showed a 1.68% increase, while the S&P 500 Equal Weight experienced a … Read more about January 2024 Newsletter
December 2023 Newsletter
We hope you all had a wonderful, safe and healthy Holiday Season with your families! Markets & Economy As the calendar turns, it's often times beneficial to look back at the year that was as it helps frame the year to come. Describing the performance of the markets and economy throughout the … Read more about December 2023 Newsletter
November 2023 Newsletter
Happy Holidays! Markets & Economy Following three consecutive months of declines, the markets experienced a remarkable turnaround, resulting in one of the most impressive Novembers on record. It's always uplifting to share positive news. The S&P 500 surged by 8% for the month, bringing its … Read more about November 2023 Newsletter
October 2023 Newsletter
Belated Halloween wishes and early Thanksgiving greetings to all! Markets & Economy Unfortunately, but not entirely unexpectedly, the stock market extended its decline during the past month. The S&P 500 index fell by 2.2%, marking the third consecutive month with a decline of more than 1%. … Read more about October 2023 Newsletter
September 2023 Newsletter
Markets & Economy In the previous month's newsletter, we began by discussing the historical performance of the stock market during August and September, highlighting September as the weakest month. We also mentioned that the markets experienced a minimal decline in August. As anticipated, … Read more about September 2023 Newsletter
August 2023 Newsletter
Markets & Economy We hope you all had a nice Labor Day weekend and got to spend some quality time with friends and family. Historically August and September have been two of the worst months for the stock market with September leading the way as the worst. Several theories exist as to why … Read more about August 2023 Newsletter
July 2023 Newsletter
Markets & Economy Hard to believe that the dog days of summer are upon us and by the time you receive next month’s newsletter Labor Day will have come and gone. For those of us in the North, the summer months seem way too short. The beat goes on as the S&P 500 was up 3.11% for the … Read more about July 2023 Newsletter