Normally as July rolls around we are in the midst of summer doldrums in the markets, and we struggle for topics to talk about in the newsletter. Not so much this year. The end of June marks the end of the 2nd quarter 2022 and as we all know by now the first half of the year has been extremely … Read more about June 2022 Newsletter
May 2022 Newsletter
We are now 5 months into 2022 and things have yet to settle down in the markets. For the month the S&P 500 was nearly flat eking out a slight gain of .01% which leaves the index down nearly 13.5% year to date. Once again stocks staged a late month comeback as at mid month the S&P 500 index … Read more about May 2022 Newsletter
April 2022 Newsletter
An ugly last week in April closed out an Ugly month for the stock and bond markets. The S & P 500 for the month was down nearly 9% and for the year is down close to 13.5%. Interestingly were at this same level in early March and had a substantial rally from there so we are curious to see if the … Read more about April 2022 Newsletter
March 2022 Newsletter
March turned out to be a good month in the markets despite a very bumpy start. For the month the S & P 500 index was up nearly 4%. March 14th saw the low for the month and at that time the S& P 500 was down over 13% for the year. A massive rally then ensued to bring the index back to … Read more about March 2022 Newsletter
February 2022 Newsletter
As we are sure you have noticed, we have not yet exited the turbulence that started the flight of calendar year 2022. Please continue to have your seat belts fastened. The markets in February took a very similar pattern to January in that there were large sell offs early and mid-month and a large … Read more about February 2022 Newsletter
January 2022 Newsletter
This is your captain speaking, please fasten your seat belts we may encounter some turbulence. Most of us have heard something similar to this at some point while taking an airline flight. In Investing terms, it sums up the month of January very well as we closed out a volatile (turbulent) … Read more about January 2022 Newsletter
2021 Quarter 4 Newsletter
Hopefully, you and your families have been able to avoid the latest round of Covid. At Rockport not so much as both Joe and Bev have had to deal with it once again, fortunately not nearly as bad as it was in March for them, and all is good. The stock market closed out the year on a high … Read more about 2021 Quarter 4 Newsletter
2021 Quarter 3 Newsletter
We hope this newsletter finds you all healthy and safe as the country continues to navigate the Covid 19 Crisis and the Delta variant. The markets in general have continued to do an excellent job navigating not only the virus but other issues such as inflation and uncertainty about future tax … Read more about 2021 Quarter 3 Newsletter
2021 Quarter 2 Newsletter
Markets stayed on track nicely through the second quarter of 2021 with the S&P 500 posting a gain of just over 8%. This brings the year-to-date gain on the index to 15%. The bigger surprise for the quarter was the rebound in the bond market. After a rough first quarter in which the … Read more about 2021 Quarter 2 Newsletter
2021 Quarter 1 Newsletter
2021 opens with some changes at Rockport Wealth PDF Newsletter Happy Spring! First, we would like to thank all of you for your good wishes and prayers as both Joe and Bev continue to recover from what we will classify as non-mild cases of covid. As the days pass by each continues to improve. … Read more about 2021 Quarter 1 Newsletter
2020 Quarter 3 Newsletter
The 3rd quarter marched on in continuation of the rally that started March 23rd. For the quarter, the S&P 500 index was up about 8%, even after the month of September that saw a decline of approximately 4%. Year to date the index is up approximately, 4%. It is important to note that a very … Read more about 2020 Quarter 3 Newsletter
2020 Quarter 2 Newsletter
The world of financial planning and investments can be confusing…especially in times like these. Folks wonder where to go to get reliable help and advice. Where to start! We started the previous newsletter the same way but for different reasons than will be covered here. At the end of Q1 the … Read more about 2020 Quarter 2 Newsletter