June Letter

June Letter

After three straight calendar years of strong gains, investment markets have experienced heightened volatility in 2022. Investors have had to deal with a litany of concerns. Pent-up demand and easy money policies have, together with other factors, caused inflation to...
Markets have had a rough go of it in 2022

Markets have had a rough go of it in 2022

Markets have had a rough go of it in 2022. After declines earlier in the year and a partial recovery in March, equity markets resumed the declines, recently hitting new lows for the year. In fact, as of last week, the DJIA registered the eighth consecutive weekly...
Perspective on Market Declines

Perspective on Market Declines

Investment markets have continued to face a rough ride in 2022. In the first couple of months, equity markets dropped into correction territory. That is a decline of over 10% from previous highs. In March, markets trimmed losses on hopes the worst was behind us. The...
1st Quarter, 2022 Client Letter

1st Quarter, 2022 Client Letter

After three years of powerful returns, investors entered 2022 hoping for more of the same. That was not the case. There were several reasons. Inflation, fueled by supply chain disruptions and pent-up demand, continued to surge. Although at least part of the rise in...
Supporting a Cause You Love

Supporting a Cause You Love

As you’re gathering your 2021 documents you may be reflecting on the past year and wishing you had made a tax plan. In 2022, you may be looking for a way to make a big difference. If you are 70 ½ or older, an IRA Qualified Charitable Distribution is a way you...