by admin | Jun 26, 2024 | 2024, Q1
by David Young, President The first quarter of 2024 has been marked by dynamic market conditions, with US stocks enjoying a fifth month of gains and a record-setting rally that broadened beyond only the most significant tech stocks. This rally included more sectors,...
by admin | Jun 26, 2024 | 2024, Q1
by Nathan White, CIO Stocks continued their winnings ways to start the year. According to NDR, it was the best start since 2019 and the 14th best since 1926. This was an impressive performance after a strong end to 2024. Growth and large cap stocks, led by the...
by admin | Apr 12, 2023 | 2023, Q1
by Nathan White, Chief Investment Officer The year’s first quarter was a great example of the importance of staying invested despite many valid risks and concerns. The headlines were definitely scary: Talk of imminent recession, lingering inflation, epic bank...
by admin | Apr 9, 2021 | 2021, Q1
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. First Quarter Newsletter / March 31, 2020 COVID-19. A word I never heard of until five...
by admin | Apr 4, 2021 | 2021, Q1, Reversal
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...
