Monthly Investment Updates

There were a host of worries this October that might have kept us from following the yellow brick road to financial prosperity.

The old investing adage, “don’t fight the Fed”, was in full force in August.

The old investing adage, “don’t fight the Fed”, was in full force in August.

Markets marched expeditiously higher in July as investor optimism increased on signs that inflation may be softening.

Markets marched expeditiously higher in July as investor optimism increased on signs that inflation may be softening.

US stocks, as measured by the S&P 500 index, reached an all-time high in late December of 2021.

For markets, economies, and geopolitics, 2022 has felt like all bad news.

April was an abysmal month for most risk assets, with the S&P 500 index (large US companies) declining nearly 9 percent bringing year-to-date losses for the index to almost 13 percent.

Since our last monthly update, it’s fair to state that the Russia / Ukraine war and resulting energy and commodity price increases have clouded the outlook for US and global economic growth.

Any attempts for an investment management firm to accurately describe the horror and tragedy that is occurring in Ukraine would undoubtedly fall short.