Quarterly Investment Reviews

We look back over the market in 3-month sections, and give you some insights that may be helpful. After all, the more informed you are, the easier it will be to achieve the best possible outcome for your situation.

Quarter in Review 2020 is a year for the history books. As COVID-19 killed more than 341,000 Americans, the economy tanked in the first half of the year and has made an impressive comeback during the second half. Stock marketsREAD MORE

Quarter in Review The third quarter of 2020 was probably one of the strongest periods of economic growth in U.S. history as the economy recovered from near-total shut-down in the second quarter. Gross Domestic Product shrank at an annual rateREAD MORE

Quarter in Review The first half of 2020 will likely go down as a very difficult time in modern history. A global pandemic has already killed half a million people worldwide and more than 127,000 here in the U.S. EffortsREAD MORE

Quarter in Review • After reaching all-time highs in February, stock markets plunged rapidly as the severity of the COVID-19 epidemic became clear.• Overseas and domestically, as trade and travel ground to a halt, so did signs of economic growth.•READ MORE

Quarter in Review 2019 turned out to be a very good year for most capital assets. Stocks and bonds both rallied, despite concerns during the middle of the year that trade tensions could boil over and cause more economic damage.READ MORE