
Client Letters
First-hand examples of communications we send directly to clients sharing our pulse on the markets.
Client Letter – April 2023
Market Results The first quarter of 2023 was a pleasant one compared to what we’ve been dealing with for the past year. The S&P 500 was up +7.50% for the quarter and YTD. International markets were up +7.65% for the quarter and YTD. Emerging markets were up a bit less at +3.54% for the quarter
Barron Financial Group Welcome John Seagrave as Newest Partner
The team at Barron Financial Group, LLP is excited to announce the promotion of John Seagrave, CFP®, CRPC® to Partner, effective for the 2022 calendar year. This is very exciting news for our team and our clients as there is now a clearer path for the future of Barron Financial Group. John was hired by
Client Letter 2022 Q3
Q3 2022 Market Results The third quarter was another rough one for the markets. The S&P 500 was down -4.88% and down -23.87% for the year. The S&P 500 set a new YTD low on September 30. International markets were down -9.33% for the quarter and down -26.96% YTD. Emerging markets were down -11.42% and
Client Letter 2022 Q2
Q2 2022 Market Results The second quarter was a rough one for the markets. The S&P 500 was down -16.1% and down -19.96% for the year. The most recent YTD low was on June 16. International markets were down -14.29% for the quarter and down -19.25% YTD. Emerging markets were down -11.92% and are down
Client Letter 2022 Q1
Q1 2022 Market Results After a very strong 2021 (and 2020 and 2019) the market has pulled back since the start of 2022. After a very positive December the S&P 500 hit its all-time high on January 3, 2022, and then the retreat started. The market fell precipitously until late January, had a slight recovery