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Barron Financial Group Client Letters

First-hand examples of communications we send directly to clients sharing our pulse on the markets.

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

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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

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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

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Client Letter 2021 Q4

Q4 2021 Market Results The S&P 500 index was up strong in the fourth quarter.  Looking at a chart for the quarter, you see a brief pullback at the end of November and into December, then another brief pullback in mid-December, but up otherwise.   For the quarter the S&P 500 was up +11.03% making it

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