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Our market-focused newsletter provides a brief review of the previous quarter and an outlook of the coming quarter’s portfolio management strategy.

Fall 2023 Market Quarterly

The third quarter of 2023 was a bit of a disappointment from a market perspective.  Both stocks and bonds were down, in a quarter that felt more like 2022 than 2023.  The S&P 500 was down -3.27% for the quarter but remains up +13.07% YTD.  International markets were down -4.71% but are up +4.49% YTD. 

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Summer 2023 Market Quarterly

The second quarter of 2023 was another good one from a market perspective.  A clear turnaround from what we saw during 2022.  The S&P 500 was up a very strong +8.74% for the quarter and 16.89% YTD.  International markets were up +1.87% for the quarter and 9.66% YTD.  Emerging markets were down slightly at -0.08%

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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. 

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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

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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

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