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Market Update

How to Weather a Market Downturn

Long-term investors will experience a number of market downturns over the course of their lives, which can be triggered by everything from natural disasters to political turmoil. So, if you’re investing for retirement or another long-term financial goal, you need to know how to weather a market correction without being thrown off track. Assess what…

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Market Commentary Q2 2021

Our latest quarterly market commentary provides an overview and analysis of market performance during the second quarter of 2021. Click below to watch a quick summary of our Q2 2021 commentary.  Click here to download our Quarterly Commentary Q2 2021. If you have questions and would like to schedule a call with one of our advisors, click…

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Market Commentary Q2 2020

Our latest quarterly market commentary provides an overview and analysis of market performance during the second quarter of 2020. Click here to download our Quarterly Commentary Q2 2020. The article referenced in the video: https://www.forbes.com/sites/robertberger/2020/07/30/gdp-plunged-329-heres-why-it-matters/#34d074205943 To schedule a call with one of our advisors, click here.

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Market Commentary Q1 2019

Read our latest quarterly market commentary, which provides an overview and analysis of market performance during the first quarter of 2019 as well as a recap of how risk is managed in our portfolios. Click here to read our Quarterly Commentary Q1 2019. To schedule a call with one of our advisors, contact us to request an appointment.

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Market Commentary Q3 2018

Read our Q3 2018 market commentary for a market performance review of the third quarter of 2018 and to learn about our approach to investing in the current market landscape. Click here to read our Quarterly Commentary Q3 2018. To schedule a call with one of our advisors, contact us to request an appointment.

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Market Commentary Q2 2018

Our latest market commentary includes our review of market performance during the second quarter of 2018. Click here to read our Quarterly Commentary: Q2 2018. To schedule a call with one of our advisors, contact us to request an appointment.

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Market Commentary Q1 2018

Read our latest market commentary, which covers the first quarter of 2018. If you would like to speak to one of our advisors, please contact us to schedule an appointment.  

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2017 Year End Market Commentary

Read our year end commentary for an overview of the market’s performance in 2017, including our thoughts on a surprising equity rally and historically low volatility.

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Our Latest Market Commentary (Q3 2017)

Our Market Commentary includes our thoughts and insights into what’s been happening in the markets. Read our latest commentary, which comments on market activity through September 30, 2017, by clicking on the image.  

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