A review of the markets and the economy for the first quarter.
Quarterly Economic and Market Reviews
Dave's quarterly reviews of markets, the economy and relevant current events. They include our thoughts on client portfolios and address timely planning issues.
Fourth Quarter 2022 Review
The curtain came down on a year that, simply put, was very rough for investors.
THIRD QUARTER 2022 REVIEW
The US stock market had a strong rally through mid-quarter before falling steadily to end the quarter at multi-year lows. There really was no place for investors to hide, other than cash, which is now paying a decent return.
SECOND QUARTER 2022 REVIEW
There was little place to hide as stocks slid into bear market territory.
FIRST QUARTER 2022 REVIEW
The quarter can be summed up in two words – Ukraine and inflation.
FOURTH QUARTER 2021 REVIEW
US stocks lived up to their reputation for looking forward in the fourth quarter. It was, by any measure, a very positive year for investors.
THIRD QUARTER 2021 REVIEW
A September market slide took the shine off a strong start to the quarter but the economy continued its recovery.
SECOND QUARTER 2021 REVIEW
The US stock market kept chugging along in the second quarter.
FIRST QUARTER 2021 REVIEW
Market and economic review for the first quarter of 2021.
FOURTH QUARTER 2020 REVIEW
An historic year ended with very positive results for investors.