Market Commentary

Market Commentary is a quarterly publication designed to give a personal analysis of the current market conditions and how that relates to the financial health of our clients. I look forward to working with you toward the achievement of your financial goals and welcome any feedback that you may have.

2026 Market Commentaries

First Quarter 2026 - War in Iran- Tensions & Risks Rise, Fed Pauses as Markets Reprice

2025 Market Commentaries

First Quarter 2025 - Tariffs Everywhere, Inflation, the Fed, Lead Markets Down
Second Quarter 2025 - Trade Policy, Tax Cuts, War: Markets Climb Wall of Worries to New Highs
Third Quarter 2025 - Markets Continue Climbing Despite Headwinds of Trade Policy, Rate Cuts, Geopolitics
Fourth Quarter 2025 - Fed Independence Questions and Geopolitical Tensions rise still Markets Advance

2024 Market Commentaries

First Quarter 2024-Markets Continue to Soar Higher, Anticipating Dovish Fed in 2024
Second Quarter 2024 - AI Influence and Moderating Inflation Lead U.S. Markets to New Highs
Third Quarter 2024 - Markets & Political Tensions Rise, Inflation & Unemployment Recede as Fed Cuts Rates
Fourth Quarter 2024 - Settled U.S. Elections Move Markets to New Highs as Fed Weighs Future Rate Cuts

2023 Market Commentaries

First Quarter 2023-Markets Look Past Bank Failures and Recession Talk, Continue Rallying in 2023
Second Quarter 2023 -The Emergence of AI and Fed Skipping a Rate Hike Drive 2Q23 Surge
Third Quarter 2023 - Lingering Inflation and Higher Gas Prices Reintroduce Risk to Investors
Fourth Quarter 2023 - Year-End Market Surges While All Eyes on the Fed in 2024

2022 Market Commentaries

First Quarter 2022- Fed Fights (Non-Transitory) Inflation and Russia Invades Ukraine
Second Quarter 2022- Fed Continues Fighting Stubborn Inflation
Third Quarter 2022- Inflation Highs Meet Unwavering Fed Interest Rate Hikes
Fourth Quarter 2022 - Markets Stage Year-End Rise Despite Inflation, Fed Interest Rate Hikes

2021 Market Commentaries

First Quarter 2021- Biden's Proposals and Rising Vaccinations Boost Optimism for Post-Covid-19 Life
Second Quarter 2021- U.S. Markets Follow Fed Head to New Highs as Delta Variant Continues to Rise
Third Quarter 2021- Worries Over Inflation, Supply Chain and Labor Shortage Drive Market Pause
Fourth Quarter 2021- U.S Market Soars Into 2022 as Non-Transitory Inflation is a Bigger Threat Than Omicron

2020 Market Commentaries

First Quarter 2020- Coronavirus Halts the Bull Market
Second Quarter 2020- The Fed vs. the Pandemic
Third Quarter 2020- Market Moves Higher, and So Do Virus Numbers
Fourth Quarter 2020- Vaccine Optimism, Election Drama & Market Movement Higher to End 2020

2019 Market Commentaries

First Quarter 2019 - Fed Caves Markets Fly Sky-High…Stay Vigilant
Second Quarter 2019 - Longest Bull Market Grinds Higher Despite Concerns
Third Quarter 2019 - Contentious Summer Ends with Optimism & Caution
Fourth Quarter 2019 - Welcome to the Roaring Twenties? Or the End of a Great Ride?

2018 Market Commentaries

First Quarter 2018 - Will Trade Wars, Military Strikes & Rate Hikes End the Bull Market?
Second Quarter 2018 - US Market Resilient to Fed Hikes, Tariffs, and US Foreign Policy...For Now
Third Quarter 2018 - U.S. Stocks Rise as Optimism & Profits Outweigh Higher Fed Rates
Fourth Quarter 2018 - Is the Sky Falling or Was 2018 Just a Down Year?

2017 Market Commentaries

First Quarter 2017 - Geopolitical Risks Increase While Global Equities Keep Rising
Second Quarter 2017 - Unfazed Investors and Markets Enjoy the Summer Vacation Season
Third Quarter 2017 - Markets Keep Moving Up with a Backdrop of Taxes, The Fed & Politics
Fourth Quarter 2017 - Up, Up and away for Markets as Tax Bill Passes

2016 Market Commentaries

First Quarter 2016 - OPEC and the Fed Lead Market on Roller Coaster Ride
Second Quarter 2016 - Quarter of Historic Firsts
Third Quarter 2016 - Brexit does not end the World…Yet?
Fourth Quarter 2016 - And the Winner is...The Markets?

2015 Market Commentaries

First Quarter 2015 - Strong Dollar Market Continues Volatile Climb
Second Quarter 2015- The Big Question…To Grexit or Not?
Third Quarter 2015 - Fed Seeks to Sooth Market Shaken by Chinese Turmoil
Fourth Quarter 2015 - Happy New Year to Volatility, Turmoil, and Opportunities

2014 Market Commentaries

First Quarter 2014 - The Era of the Yellen Fed Begins with a (Russian) Bear Growling
Second Quarter 2014 - Beware Investor Complacency in an Ever Rising Market
Third Quarter 2014 - Fasten Your Seatbelt …Volatility Ahead
Fourth Quarter 2014 - Is this the Year of the Dollar and the Battle for Oil Supremacy?

2013 Market Commentaries

First Quarter 2013 - Look Past a Fiscal Cliff Hangover to See Caution Signs in the Economy
Second Quarter 2013 - When Bernanke Speaks Market Mania Follows
Third Quarter 2013 - The Fed Says No Tapering...For Now
Fourth Quarter 2013 - Tame Taper Lead 2013 to New Highs

2012 Market Commentaries

First Quarter 2012 - Optimism and Markets Rise When Concerns of Europe's Demise Declines
Second Quarter 2012 - Deja-Vu Again... Another Mid-Year Market Malaise
Third Quarter 2012 - Rising Markets Cheer Investors, Is the Rally Beginning or Ending?
Fourth Quarter 2012 - Missed the Cliff...The Bumpy Road to Inflation

2011 Market Commentaries

First Quarter 2011 - Quarterly Comparison and the Market Volatility
Second Quarter 2011 - Policy Makers Debate Debt...Leaving the Market in Flux
Third Quarter 2011 - Politicians Pontificate and Pander While Global Economies Teeter
Fourth Quarter 2011 - Will the Markets Keep Marching Upward...

2010 Market Commentaries

First Quarter 2010 - A Strong Quarter Can't Hide Debt, Bailouts, and Yes, Housing
Second Quarter 2010 - As the Market Falters, Investors Reach Fork in the Road
Third Quarter 2010 - The Recovery is Underway....Maybe!
Fourth Quarter 2010 - U.S. Equity Market Continues to Rally and Year End Recap

2009 Market Commentaries

First Quarter 2009 - Hope May Have Arrived at the end of Another Lousy Quarter
Second Quarter 2009 - Optimism Exudes While Fed Debt Rises
Third Quarter 2009 - Markets Soar with a Weakening U.S. Dollar
Fourth Quarter 2009 - Recession ends? Be Patient for Job Growth