Rockport Wealth Advisors

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 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

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

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

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. Quite frankly, that’s why our clients come to us for guidance. We try to cut through all the noise and deliver common sense ideas based on … Read more about Upgraded Website for 2020

Where to start? What a quarter it was. If you have been reading our near weekly update emails a lot of what is to follow will be old news. We will attempt though to throw in some additional information that we may not have mentioned. For the Quarter (and year to date) the S&P 500 index was … Read more about 2020 Quarter 1 Newsletter

If you turn back the calendar to last December (2018) things in the investment world were drastically different. The Federal Reserve had raised interest rates several times during the year and in December not only raised interest rates but also forecast 2-3 interest rate increases for 2019. The … Read more about Year End 2019 Newsletter

We are still operating all models at the moderately reduced risk levels we had established at the end of January this year. For the 3rd quarter the S & P 500 index was up 1.2% and is up 19% for the year! Overall the stock market has not really gained much ground since January of 2018. Since … Read more about 2019 Quarter 3 Newsletter

The S & P 500 ended the quarter up 18.5% year to date. This has been the best first half of the year in terms of investment returns in over 20 years. How can this be? We all see the seemingly daily headlines about the trade war with China and the slowing down of Economic Data and the risk of … Read more about 2019 Quarter 2 Newsletter

We wanted to send out a quick newsletter to update the current situation. To help set the stage lets visit where we have been this year. In short, the stock market has been on a major upswing this entire year. Through May 1st of this year the S&P 500 was up an astonishing 18% for the year. As we … Read more about 2019 Quarter 2 Special Update

In our last special update at the end of April, we mentioned that the issues that were starting to bother the market were going to be around for awhile. This is turning out to be the case. The trade war with China has gone from a “deal will get done mentality” to a much more unpredictable situation … Read more about May 2019 Special Newsletter

As of the end of the first quarter all models are operating at the risk (reduced) adjusted levels we set at the end of January 2019. The S & P 500 ended the quarter up 18.5% year to date. This has been the best first half of the year in terms of investment returns in over 20 years. How can this … Read more about 2019 Quarter 1 Newsletter