quarterly update

Q3 2021 Lookback

Q3 2021 Lookback

Happy Fall! Here are some of the economic highlights from the summer months of 2021. The delta variant, political gridlock, and inflation were the three key themes in the third quarter of 2021. Let’s break it down.

Q1 2021 Update

Q1 2021 Update

We hope this quarterly update finds you and your family well and in good health. There is a real sense of optimism as we emerge from pandemic fears and head into the spring and summer months. As we look back at the first quarter and forward to the rest of the year, we can identify three compelling themes.

What happened in Q4 2020?

What happened in Q4 2020?

Three weeks into 2021 and already so much has happened! Let’s take a few mins to look back on Q4 2020 and talk about what we might expect for 2021. It also feels nice to be able to think back on 2020 as if we are on the other side of everything that happened.

Here’s your 2020 recap.

A Look-Back at Q4 2019

A Look-Back at Q4 2019

The fourth quarter of 2019 had its fair share of political drama. We witnessed a historic impeachment and the start of the 2020 election cycle. What consequences, if any, do politics have on the direction of the stock market and ultimately your portfolio?