4th Quarter 2022 Market Overview GOODBYE 2022 The fourth quarter brought a welcomed respite from the bumpy downtrend that plagued the markets, all year long. After the brutal month of September, in which the S&P 500 fell 9.3%, the index held on for a 7% gain for the fourth quarter, reversing three consecutive negative quarters. […]

3rd Quarter 2022 Market Overview PAIN BEFORE PROSPERITY It was a dismal quarter. We just have to know that things will get better. After a terrible first half of the year, it looked as if the markets established some footing and a gradual return to normality in the economy would usher a stock market recovery.  […]

2nd Quarter 2022 Market Overview “DON’T OVERSTEER!” When Covid 19 first broke out in 2020, no one could have imagined what transpired over the next two and a half years. Initially, the economy shut down. Then, trillions of dollars were created and injected into the financial system. Rather than fortifying the economy, as was originally […]

1st Quarter 2022 Market Overview WHAT TO DO WITH A WAR, INFLATION, AND HIGHER INTEREST RATES Investment accounts need resilience, as economic conditions worsen in 2022.  Resilience from inflation.  Resilience from rising interest rates.  Resilience from the fallout of the Ukraine invasion.  The Federal Reserve is signaling six rate hikes this year, possibly totaling 2.50%.  […]