So now it’s a bear market
It’s Wednesday afternoon, March 11. Today the stock market (however you care to define that) fell about 5%. Small caps were down a bit more, international about the same. Even a lot of bonds were down...
View ArticleSunday’s Thoughts
A sunny Sunday afternoon here outside of Denver. Warm enough that the kids have spent the better part of the day on their new joint-early-birthday-present trampoline (so far only one front-flip-induced...
View ArticleUnprecedented Times
First of all, take a minute to congratulate yourself. If you stuck with your investment strategy (whatever the type) over the last two weeks, you did so in a period of historic volatility. Since March...
View Article1Q 2020 Market Overview
Where do I begin? Unless you’ve been lucky enough to be unplugged from the world for the last 6 weeks, there is little to say. The year started off well, coming off of the spectacular returns of 2019....
View Article2Q 2020 Market Overview
It’s clear that 2020 will be a year for the history books. In February we were setting record market highs and economic activity continued its long, slow and steady growth out of the financial crisis...
View Article3Q 2020 Market Overview
It is getting harder and harder to talk about “markets” as if they are one collective organism and not a diaspora of individual companies, succeeding and failing, gaining and losing public favor,...
View Article2020 Year In Review
What a year. What is there to say, other than that it’s behind us now. For many of us it was long, trying and taxing just to be humans over the last twelve months, let alone investors. There was (is)...
View ArticleSmall Value vs. Large Growth
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...
View Article1Q 2021 In Review
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...
View Article2Q 2021 In Review
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...
View Article3Q 2021 In Review
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...
View Article2021 In Review
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...
View ArticleFirst Quarter 2022 In Review
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...
View ArticleThird Quarter 2022 In Review
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...
View Article2022 – A Ten Year Review
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...
View ArticleFirst Quarter 2023 In Review
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...
View ArticleSecond Quarter 2023 In Review
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...
View ArticleThird Quarter 2023 In Review
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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