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Moving On From a Difficult Year

Moving On From a Difficult Year

I know everyone is aware that markets move up and down so I thought it would be good to put 2022 in perspective right off the bat.  Of the last 194 years in the stock market only nine have been worst than 2022.  Of those 194 years, 138 were positive (70%).  Last year...
Now Comes The Hard Part

Now Comes The Hard Part

by Nathan White, Chief Investment Officer Are you ready? The bear has been ravaging the markets and the price action is a warning for what’s coming to “Main Street.” Bear markets are always difficult to endure because of their depth and duration. They take time, and...
The Bear Market Continues

The Bear Market Continues

by Dave Young, President This difficult market continues to drag on. I will be glad when we can change the headline. We’d all like to know when things will start moving to the upside again. September is great for big game hunting and being outdoors, but it’s not so...
The Bear Has Arrived!

The Bear Has Arrived!

I am a bit conflicted as I write this newsletter. On the one hand, it’s a great time of year. We are a month into summer and just celebrated the Fourth of July — one of my favorite holidays. That is positive. On the other hand, the markets this year have not been...
The Bear Growls!

The Bear Growls!

Note to Clients:   My quarterly review and discussion of our model portfolio holdings and performance will follow in the next week in a separate piece.  I felt it important to discuss the overall market and economic conditions and outlook first in the following...