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25Jan 2022

Quarterly Market Perspective for 4Q21

Summary The stock market shrugged off several attempts at a broad sell-off last quarter to eventually end up about 11% higher.  Both November and December saw drawdowns of more than…

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28Oct 2021

Quarterly Market Perspective for 3Q21

Summary While it is technically true that the S&P 500 stock index added 0.58%[i] in the third quarter, it really didn’t feel that way.  Small cap U.S. stocks declined, midcap…

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23Jul 2021

Quarterly Market Perspective for 2Q21

Summary Stocks maintained their strong advance in 2021 by adding another 8.55%[i] last quarter.  Technology, Energy, and Real Estate led the way.  Economically, that makes little sense – technology, as…

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