“You can't predict. You can prepare.” - Howard Marks The US stock market rebounded from a poor September performance to reach record levels for the S&P 500, Dow Industrials and the S&P400 Mid-Cap Index. Global equities were also higher, just not with the force we saw here in the US. …  Read More
Monthly Stock Market Review – September 2021
"Pessimism and bearishness never get you in the game, while untamed optimism means that at some point, you’ll have a serious setback. The cautiously optimistic investor asks both, “What could go wrong?” and “What could go right?” - John Mauldin (09/24/2021 Thoughts from the Frontline …  Read More
Monthly Stock Market Review – August 2021
In 2021 it seems that as time moves forward the story stays the same for the markets – stock market indices continue to quietly increase in value. All the equity indexes we track, with the exception of the S&P600, were positive for the month of August. This is notable as August is historically a …  Read More
Monthly Stock Market Review – July 2021
July turned out to be a rather interesting month for investors as the Dow Industrials and S&P500 large cap stock indexes continued their move to new all-time high levels. This happened as the mid-cap index was relatively flat and small caps printed a negative return. To our surprise, the …  Read More