
April 2023 Newsletter
May 3, 2023
The markets had another positive month but there is reason to proceed with a cautious tone.

March 2023 Newsletter
April 6, 2023
March ultimately turned out to be a very good month for both stocks and bonds.



December 2022 Newsletter
January 10, 2023
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
December 7, 2022
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
November 4, 2022
For the month of October, the S&P 500 index was up 7.99%.

September 2022 Newsletter
October 7, 2022
Another difficult month and quarter for the stock and bond markets.

August 2022 Newsletter
September 12, 2022
For the month, the S & P 500 Index was down nearly 4.25%.