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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...
Inflation Takes Its Toll

Inflation Takes Its Toll

The harmful effects of inflation finally took their “pound of flesh” from the markets. Although the war in Ukraine impacted the markets, the effects seem to be fading — as is so often the case with geopolitical events. The markets rallied in the last half of March as...
Quite the 1st Quarter

Quite the 1st Quarter

In 2021, a strong profit growth fueled big gains in stocks — thanks to the end of covid and the trillions of government dollars dropped into our economy. By Dec. 31, 2021, the broad-based S&P 500 Index, which is comprised of 500 large publicly-traded U.S....
2021 Another Surprising Year

2021 Another Surprising Year

Another Surprising Year Despite worrisome headwinds (namely Covid and inflation), the markets boasted another good year in 2021. The continued presence of Covid in new variant forms delayed the economic return to normal across the globe. The snarled supply chains and...