February 2021 Portfolio Update

February 18, 2021

In this month’s market recap, we review the performance of various asset classes and the driving factors behind this performance.


Kicking Off 2021

January 05, 2021

With 2020 officially in the books, 2021 is off to the races. The story for 2020 began and ended with COVID-19, and the pandemic still has a firm grip on the world as we move into a new year.


Curtain Call for 2020

December 28, 2020

Stocks fell slightly even as a $900 billion stimulus was signed. Congress continues to argue about further direct payments to Americans, making the final week of 2020 crucial for passing legislation quickly.


Wrapping Up October

October 27, 2020

Stocks declined this week as COVID-19 infections continue to increase globally. Economic data mostly improved this week, with PMI, unemployment claims, and housing data beating expectations.


October Optimism

October 05, 2020

Stocks rose this week, breaking a four week streak of losses. Economic data was mixed this week, marked by an expectations miss in non-farm payrolls but also a lower than expected unemployment rate.


All Time Highs

August 27, 2020

Stocks rose again this week as PMI numbers and existing home sales soared, helping propel the S&P 500 to close at all time highs on Friday. There seems to have been a streak of better than expected economic news lately, but markets will likely continue to be fixated on the rates of further recovery and any risks that pose a threat to its trajectory.


Recovery in Process

August 10, 2020

Stocks rose this week as employment data beat expectations, helping support optimism surrounding the economy.


An Invisible Enemy Wreaks Havoc on the Economy

April 22, 2020

There is a reason why local state and federal government officials have reacted to the coronavirus (COVID 19) in a way that is unlike anything most Americans have experienced before.


All Asset Classes Were Strong in 2019

February 22, 2020

For those invested in the stock market last year, it was an exciting and rewarding year for many as stocks performed well and produced a banner year for equity investors.