2025 1st Quarter Investment Management

Celebrating Our Team We're thrilled to announce two impressive achievements within our team this quarter! These achievements represent exciting new chapters in their professional journeys. We are fortunate to have them on our team.Congratulations to Kim on her...

2024 4th Quarter Investment Management

Stocks: Long term Investors Come out on Top It has been a wonderful two-year stretch for U.S. stocks. The S&P 500 index just delivered the best two-year calendar stretch since 1998. The index returned 25.02% in 2024, following a 26.29% advance in 2023. The key is...

2023 3rd Quarter Investment Management

Fall Into Fall   First negative quarter of stock returns in 2023.   S & P 500 index down 3.27% in Q3, but up 13.07% in the first three quarters of 2023.   Russell 2000 small cap index declined 5.13% in Q3, but up 5.24% through the first three...

2024 2nd Quarter Investment Management

End of the Year   S&P 500 rose by 4%, YTD 15.3% Nasdaq 100 tacked on 8.1%, YTD 17.5% Dow Jones Industrial Average dropped by 1.3%, YTD 4.8% Bloomberg U.S. Aggregate Bond Index up 0.1%, YTD 0.7%     The Market It was mostly steady gains on Wall...

2024 1st Quarter Investment Management

Market Scorecard   S&P 500 rose by 10.6% Nasdaq 100 tacked on 2.9% Dow Jones Industrial Average increased by 1.97% Bloomberg U.S. Aggregate Bond Index down 0.8%     The Fed and Interest Rates   As expected, the Fed left rates unchanged at the...

2019 Fourth Quarter Review

SCORECARD Fed lowered rates 3 times in 2019. Inflation remains low. Bonds: The U.S. 10-year Treasury yield fell from 2.7% to 1.8% over the course of the year, and the Barclays U.S. Aggregate has returned over 8% year-to-date. Although at a lackluster 2.3%, the 30-year...

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2021 2nd Quarter Review

Q2 HEAT WAVE The S&P 500 was up 8.55% in Q2 and 15.25% since January 1st. The tech-heavy Nasdaq 100 was up 11.38% in Q2 and 13.34% since January 1st. The MSCI EAFE (international index) was up 4.37% for Q2 and 7.33% YTD. Earnings for companies within the S&P...

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2020 Q 2 Review

SNAPSHOT S&P 500 up 20.5% in Q2. The index is now down just 3.1% for the first half of the year. All major domestic stock indices experienced double-digit growth in Q2, whether they be large, mid, small, value, blend or growth. 10 of 11 sectors in the S&P 500...

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2020 Third Quarter Review

Q3 AND PADRES HAD A GREAT SEASON The FANGs have driven up the technology dominated Nasdaq 24% YTD. The Fed will now allow inflation to run above 2% to adjust for previous periods of low inflation. The 7.9% unemployment figure is down significantly since the near 15%...

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