Our market-focused newsletter provides a brief review of the previous quarter and an outlook of the coming quarter’s portfolio management strategy.
Spring 2023 Market Quarterly
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 and YTD.
Fall 2022 Market Quarterly
Goodbye Summer Both Sandra and I are in agreement that this was one of the nicest summers we remember a while. Here in CT we had a couple of nice heat waves, which made for great time at the pool. Granted, not much rain, and our lawn got almost completely fried, but we’ll take that
Summer 2022 Market Quarterly
Hello Summer! While it has not been a particularly warm summer so far, it is still far better than mid-January. Spring was also nice with enough rain to help get the flowers going, but not so much to be problematic. Spring clean-up is done and we await the hotter summer weather. We hope you all
Spring 2022 Market Quarterly
Spring Soon? After what seemed a long winter, we are now starting to see signs of the coming of spring. Temperatures here in CT haven’t been very warm, but warmer than in January. We are just starting our spring clean-up and getting ready for the nicer weather. We are excited for that. I hope you
Fall 2021 Market Quarterly
Goodbye Summer – Well, we’re getting toward that time of year when, while we might still have some nice weather days, we need to say goodbye to summer. Not the best summer weather-wise, with a cold start in May and June, a near washout of rain in July, and not enough hot weather in August