Second Quarter Market Commentary, July 2022

Second Quarter Market Commentary, July 2022

2nd Quarter Market Commentary with Mark Barry July 20, 2022: The ease of access to information and media are both a blessing and a curse, especially as headlines heat up and election season approaches. To summarize and explain the surplus of market news available,...
Second Quarter Market Commentary, July 2022

Top of Mind: Five Charts for Investors

Top of Mind: 5 Charts for Investors June 20, 2022. Mark Barry, CFA: The first half of 2022 has proved challenging for investors, as a combination of appreciable headwinds has weighed on financial markets and pressured asset prices. These headwinds – inflation, rising...
JD Wolfsberg shares 1st Quarter Market Commentary, 2022

JD Wolfsberg shares 1st Quarter Market Commentary, 2022

Q1 Commentary with J.D. Wolfsberg April 19, 2022: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Portfolio Manager, J.D. Wolfsberg CFA, CFP®, will be sharing his commentary...
Russia/Ukraine: Geopolitical Events, Stocks, and Commentary

Russia/Ukraine: Geopolitical Events, Stocks, and Commentary

We hope you enjoy this commentary and with a quickly shifting geopolitical landscape, kindly note the time of the writing was prior to posting, with comments made based on events leading up to February 26, 2022.  By Mark Barry, CFA: Following weeks of speculation, on...
Second Quarter Market Commentary, July 2022

4th Quarter Market Commentary and Outlook

Fourth Quarter Market Commentary January 13, 2022: The ease of access to information and media are both a blessing and a curse. With headlines always at their height in the last quarter of the year, our investment team has compiled their market commentary to cut...