“The two most powerful warriors are patience and time.” - Leo Tolstoy After a solid start to the year the stock market hit the wall in the month of May. With the exception of the S&P500, all the major market indexes we follow posted negative returns for the month. The relative strength of the …  Read More
Financial Market Outlook
Stock Market Commentary– May 2023
“Often a sign of expertise is noticing what doesn't happen.” - Malcolm Gladwell April was a mixed month for investors. US large cap stock indices posted up impressive gains while the small-cap and mid-cap indexes we follow fell. At the same time, the MSCI World and MSCI EAFE indexes were …  Read More
Monthly Stock Market Review – March 2023
"Success is not final, failure is not fatal; it is the courage to continue that counts." -- Winston Churchill After a hard month for investors in February the stock market indices we follow were mixed. The large cap US indexes and the overseas indices posted solid gains while small and mid-cap …  Read More
Monthly Stock Market Review – November 2022
"The most important part of every plan is planning on your plan not going according to plan." - Morgan Housel The headliner for the month of November has to be that for the first time this year the equity indexes have posted back-to-back positive monthly returns. Across the board the returns were …  Read More
Monthly Stock Market Review – October 2022
“History doesn’t repeat itself, but it rhymes.” – Mark Twain (is often reputed to say) “Those who cannot change their minds cannot change anything.” – George Bernard Shaw Really bad things have happened in the markets in the month of October. This year, that was not the case. In fact, October …  Read More
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