Blog – Bason Asset Management

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2Q 2026 Overview

July 1, 2026, 9:34 am

Market Overview And just like that, we’re back. After a very volatile first quarter with losses in the S&P 500 and international stocks, markets bounced back with huge gains in the last three...

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Market Overview Stock markets across the globe posted a truly remarkable third quarter with US stocks pushing near double digit returns and emerging markets gaining over 10% in the last three months....

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2Q 2025 Overview

July 1, 2025, 9:05 am

Market Overview After a pretty rocky first quarter, markets in general have bounced back with strength through the second quarter of 2025. Investor sentiment seems very resilient to uncertainties...

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Stand There

April 10, 2025, 6:27 am

You don’t have to do something. You don’t have to panic, you don’t have to raise cash, you don’t have to rebalance. You don’t have to look for tiny tax losses to make yourself feel like you are in...

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1Q 2025 Overview

April 1, 2025, 7:39 am

Market Overview Well I think it is safe to say that we have exited the period of calm, quiet and pleasantly upward-trending markets lately! The first quarter of 2025 has been volatile at least and...

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2024 In Review

January 2, 2025, 8:22 am

Market Overview Markets got a little bit more interesting here in the fourth quarter. The S&P 500 had a nice run into and out of the election, and then saw choppy waters coming off of an early...

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Quid Pro No

October 15, 2024, 2:11 pm

I started this firm over a decade ago, and the idea was pretty simple: I wanted to strip away a lot of things in this business that I do not like, that I think are rubbish for clients and create...

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Second Quarter 2024 In Review

July 1, 2024, 7:41 am

Market Overview The second quarter of 2024 has been a solid one. While not quite the knock-out numbers from the first quarter of this year, we should still be pleased. Small cap stocks were down, but...

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First Quarter 2024 In Review

April 1, 2024, 7:50 am

Market Overview Quite frankly, we cannot ask for much more than what we saw this quarter. While bonds were slightly down over the last 90 days, stocks across the board were positive, some in a very...

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Third Quarter 2023 In Review

October 2, 2023, 11:41 am

Market Overview This was not a great quarter, to be fair. Stocks and bonds across the board were down. This happens! Sometimes we are up, sometimes we are down. Over 90 days, we were down. But it has...

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Second Quarter 2023 In Review

July 3, 2023, 7:32 am

Market Overview The second quarter in the markets this year has been strangely, wonderfully quiet. And as a result, we saw solid gains from many asset classes and most of us didn’t notice. Remember...

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First Quarter 2023 In Review

April 4, 2023, 1:39 pm

Market Overview The biggest financial news de jour is around a seemingly-lurking banking crisis that likely never was and never is to be, which is already fading into memory. We had ourselves a nice...

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2022 – A Ten Year Review

January 4, 2023, 9:27 am

Year-end is usually a great time for reflection and review of the last twelve months, but the end of 2022 signifies a major milestone for me personally and this business as the end of the 10th full...

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Third Quarter 2022 In Review

October 4, 2022, 8:44 am

Market Overview Well there isn’t any being cute about it anymore – 2022 continues to be a painful year for investors of any stripe. It has also been an atypically bad time for diversified and balanced...

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First Quarter 2022 In Review

April 1, 2022, 7:36 am

Market Overview It has been a rough and tumble start to the year for both stock and bond markets, domestically and internationally. Concerns over rising inflation and the Russian invasion of Ukraine...

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2021 In Review

January 7, 2022, 5:17 am

Market Overview Stocks were broadly positive in the fourth quarter with large cap US stocks roaring back after lagging small caps earlier this year. After a full year, we’re looking a very similar...

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3Q 2021 In Review

October 1, 2021, 7:42 am

Market Overview Markets were up and then down again in the third quarter this year, resulting in nearly flat returns over the last three months for some sectors and modest losses for emerging markets...

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2Q 2021 In Review

July 1, 2021, 12:17 pm

Market Overview Should I just re-post what I wrote for the first quarter? Markets were up strongly again this quarter. The S&P 500 was up another 8.17% in the last three months, now up 14.41% year...

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1Q 2021 In Review

April 1, 2021, 7:52 am

Market Overview Stock continue to climb and climb as expectations for a post-pandemic return to normalcy grow. US and international stocks, large and small have gained nicely over the last three...

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Small Value vs. Large Growth

March 8, 2021, 1:01 pm

By McKenzie Ebbesen, CFP® Here we are, already in March of 2021. I slightly feel as though I am in a time warp, how are we already in March of 2021? This means my baby boy, whom I swear was just...

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