Scott Tremlett


Monthly Report: September 2022 Which way do we go from here? Year to date (through 8/31/2022): the Dow is down -13.29%1, the S&P 500 is -17.02%1 lower, the NASDAQ is -24.47%1 lower, and Bonds (measured by AGG, iShares Core US Aggregate Bond ETF) are -10.67%1 lower. The picture above says ‘COST’; and in today’s market 2022.09


BULLS WIN! At least for the month of July! Due to business obligations, we will not be distributing a report for the month of August. Check back in September for the latest analysis from our Chief Investment Strategist, Scott Tremlett, CFP®, ChFC®. Year to date (through 7/31/2022): the Dow is down -8.60%1, the S&P 500 2022.08


What is a Recession? A recession is an economic term that refers to a significant decline in economic activity in a designated region. Typically, a recession is recognized as two consecutive quarters of declining GDP (Gross Domestic Product) and a rise in unemployment. For many years, two quarters of declining GDP was the defining factor 2022.07