What Does "Recession" Mean for Investors? Market Update - Q2 2022

What Does

August 10, 2022 - The start of 2022 has been a tough time for investors.  With an official bear market occuring and two consecutive quarters of GDP contraction (typically referred to as a recession), investors can easily become discouraged.  We believe that there are certainn things investors should be focused on at the moment - Join Andy Stolz, CFA, as he gives some tips for the 2nd half of 2022.     Video Transcript... Well, it's 3:24 AM which...

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Market Review Q1 2022

Market Review Q1 2022

May 5, 2022 - The Fed is raising rates, inflation is rising, there is a war in Europe, and stocks are falling.  What should investors be doing during these times of uncertainty?

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Stock Market Update - Tips for Investors in 2022

Stock Market Update - Tips for Investors in 2022

January 28, 2022 - Wondering what has been going on in the markets lately?  Join Andy Stolz on a snowshoe at Suntop Lookout near Mount Rainier to get some tips on how investors should be thinking in 2022.    Video Transcript... Well, it's the end of another quarter and another year. So it's time for our market review. Let's get to it. Well, Happy New Year, 2022 is here. I don't know about you, but I'm ready for...

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Market Review Q2 2021

Market Review Q2 2021

September 3, 2021 - The last 18 months have been a very unique time for the stock market.  Somehow, the markets have fared well in the end, but that brings along some new concerns.  What changes should investors be making?

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Market Update - Q4 2020

Market Update - Q4 2020

February 1, 2021 - In our most recent market review, Andy discusses what we believe is the biggest mistake made by investors in 2020 as well as the effect of the election on the stock market.

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Market Update - Q3 2020

Market Update - Q3 2020

November 13, 2020 - In the 3rd Quarter Market Review, Andy discusses the stock market and how the election and COVID-19 has impacted recent performance.

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Market Update - Q2 2020

Market Update - Q2 2020

July 31, 2020 - Wondering what has been going on in the markets lately and what investors should be doing? Here is a market review on the 2nd quarter of 2020 and some advice for long-term investors.

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Market Update - Q1 2020

Market Update - Q1 2020

May 20, 2020 - The first quarter of 2020 was a volatile one, with some of the largest positive and negative days of the decade.  This market review helps add perspective to where we are and discusses where we could potentially be going.

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Market Update - Q4 2019

Market Update - Q4 2019

February 5, 2020 - This report features a quarterly market update for 2019 and discusses investment ideas for 2020 and beyond. In this video, we discuss performance for equities and fixed income for the prior year as well as their performance over the last decade.

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Market Update - Q3 2019

Market Update - Q3 2019

November 14, 2019 - Fall is here!  The third quarter in the markets was a slightly uneventful one...  Mixed returns from the stock markets led to below-average performance for risky assets.  Fixed income had a strong quarter, however, which boosted returns for conservative portfolios.

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Market Update - Q2 2019

Market Update - Q2 2019

August 15, 2019 - 2019 quarter 2 market update.

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Market Update - Q1 2019

Market Update - Q1 2019

April 15, 2019 - Spring has sprung! Video update about what we're seeing in the markets and expect to see going forward.

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