April 2023 Newsletter
The markets had another positive month but there is reason to proceed with a cautious tone.
March 2023 Newsletter
March ultimately turned out to be a very good month for both stocks and bonds.
February 2023 Newsletter
January 2023 Newsletter
We are off to a good start.
December 2022 Newsletter
Stocks and Bonds closed out this challenging year on a sour note. The S&P 500 Index was down 5.7% for the month.
November 2022 Newsletter
November was a very good month for most asset classes. The S&P 500 Index was up 5.81% for the month.
October 2022 Newsletter
For the month of October, the S&P 500 index was up 7.99%.
September 2022 Newsletter
Another difficult month and quarter for the stock and bond markets.
August 2022 Newsletter
For the month, the S & P 500 Index was down nearly 4.25%.