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Quarterly Reports

2020 Report Quarter 3

2020 Report Quarter 3

Q3 of 2020 saw continued recovery off of the March bottom, though experienced weakness in September, before turning upward again.

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2020 Report Quarter 2

2020 Report Quarter 2

The stock market began one of the most dramatic rallies in history in Q2 of 2020. Government and Federal Reserve efforts to support consumers, the credit markets and small businesses led to heightened investor confidence.

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2020 Report Quarter 1

2020 Report Quarter 1

Congress has passed three bills aimed at mitigating the economic impact of COVID-19 and putting money into the economy. The most recent is the Coronavirus Aid, Relief, and Economic Security (CARES) Act. At about $2 trillion, it's the largest economic stimulus legislation in American history since the New Deal in the 1930s.

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2019 Year in Review

2019 Year in Review

All major asset categories posted strong results in 2019. The shift to monetary easing and lower interest rates boosted returns to bonds, and U.S. large cap equities led the outperformance of U.S. versus non-U.S. stocks.

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2019 Report Quarter 2

2019 Report Quarter 2

Both U.S. equities and bonds benefited from the dovish shift in tone from global monetary policymakers that many investors hoped would lead to lower policy interest rates and greater liquidity growth. More globally linked assets such as commodities and emerging market equities lagged.

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2019 Report Quarter 1

2019 Report Quarter 1

Interest rates decreased in the US U.S. Treasury Curve (%) fixed income market during the first quarter of 2019.

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2018 Year in Review

2018 Year in Review

Broad-based asset-price weakness prevailed in 2018, with no major category posting a positive return. U.S. stocks registered double-digit declines during Q4 to finish out their worst year since 2008, though they still outperformed non-U.S. equities in 2018. Plummeting oil prices pulled down commodity prices.

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2018 Report Quarter 2

2018 Report Quarter 2

The sturdy domestic economy bolstered U.S. stocks, especially small caps, which are less exposed to global trends and trade risk. Rising U.S. Treasury yields and a stronger U.S. dollar contributed to the recent sell-off among emerging market stocks.

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Trade Wars

Trade Wars

There have been a lot of news headlines and market reaction to the recently announced tariffs. This presentation aims to answer many of the questions about what has been going on and will center around these main points.

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Additional Resources

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Money

Managing your money involves more than simply making and following a budget.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.