801-375-2500

OUR BLOG

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...

read more
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.

read more
It’s Hunting Season – That’s the Good News!

It’s Hunting Season – That’s the Good News!

It’s Hunting Season
That’s the good news! The weather cools and you know it’s time for hunting and football — two of my favorite things. The only disheartening thing about this time of year is that, more often than not, the market goes down in September and October. The difficulty is that it doesn’t do it consistently, which is why we can’t just step out of the way.

read more
Settling Down

Settling Down

Settling Down September is typically tough. The market finally gave in to the bad news that had been stalking it all year: inflation. This is, of course, thanks to COVID-19, continuing global supply chain disruptions, rising energy prices, stalled fiscal and...

read more
Halftime Review 2021

Halftime Review 2021

Halftime Review Our clients’ long-term investment plans reaped significant gains in 2020 and have continued to be rewarded in 2021. Most importantly, they continue to make progress toward their financial goals. This quarter ended with markets near all-time highs. This...

read more
The Last 13 Months

The Last 13 Months

The last 13 months were like nothing I have ever seen.
To remind you of the journey we have traveled together, here are excerpts from my articles in our 2020 newsletters.

read more
Reversal in Q1 2021

Reversal in Q1 2021

Reversal
In the first quarter of 2021, we saw assets that did well in 2020 (i.e., bonds and “pandemic” stocks) start performing poorly. While areas that struggled last year (i.e., value and cyclical stocks) are now performing the best. Whether this trend continues remains to be seen.

read more