Monthly Reports

2022.09

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

2022.08

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

2022.07

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

2022.06

May market volatility illustrates the ‘tug of war’ market participants are currently experiencing. On one side we have inflation; on the other side we have the risk of recession. Every data point, headline, and forecast is analyzed as economists attempt to project which side will prevail. With all of the volatility some may find it 2022.06