3Sep
Market Review Q2 2021

Market Review Q2 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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1Feb
Market Update - Q4 2020

Market Update - Q4 2020

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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13Nov
Market Update - Q3 2020

Market Update - Q3 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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31Jul
Market Update - Q2 2020

Market Update - Q2 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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20May
Market Update - Q1 2020

Market Update - Q1 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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5Feb
Market Update - Q4 2019

Market Update - Q4 2019

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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14Nov
Market Update - Q3 2019

Market Update - Q3 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...

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15Aug
Market Update - Q2 2019

Market Update - Q2 2019

2019 quarter 2 market update.

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15Apr
Market Update - Q1 2019

Market Update - Q1 2019

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

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