First-hand examples of communications we send directly to clients sharing our pulse on the markets.
Client Letter 2021 Q2
Q2 2021 Market Results The stock market has continued its positive momentum with June 30 hitting a new record high for the S&P 500. For the quarter the S&P 500 was up 8.55% making it 15.25% for the year so far. International markets were up 5.17% for the quarter and are up 8.83% for the
Client Letter 2021 Q1
Q1 2021 Market Results The first quarter of 2021 proved to be another good one for both U.S. and global markets. The S&P 500 was up +6.17% hitting new all-time highs in March. International equities were up a still respectable +3.48% and Emerging markets were up slightly less at +2.29%. Bonds were down -3.37% as
Client Letter 2020 Q4
Q4 2020 Market Results The fourth quarter of 2020 proved a good one for both U.S. and global markets. The S&P 500 was up an impressive 12.15% for the quarter, hitting new all-time highs in December. International was up an even more impressive 16.02% and Emerging markets up an even better 19.70%. Bonds were up
Client Letter 2020 Q3
Q3 2020 Market Results After being hit very hard in the first quarter by the Coronavirus pandemic, then followed by a strong (but not complete) recovery in the second quarter, the market continued its recovery during the third quarter. So much so that the S&P 500 hit a new all-time high in early September. The
Client Letter 2020 Q1
Q1 2020 Market Results The first quarter of 2020 was, without question, one for the history books. The world was introduced to coronavirus 2019, a.k.a. COVID-19, after its January outbreak in China. Although not overwhelmingly notable at first, the virus quickly spread in China, then to other countries and was officially labelled a pandemic on