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.
2023 Market Commentaries
- First Quarter 2023-Markets Look Past Bank Failures and Recession Talk, Continue Rallying in 2023
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 Ra t e 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