Market Updates

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  • Sep 6 2022
    Investment Update: September 2022

    It's time for an investment update. This short blog will tell you a little about how your “diversified” investment bucket might help your portfolio.

  • Feb 24 2022
    Investment Update: February 2022

    Given the recent market volatility, I want to give you a quick update on your investments. Here's how we are monitoring your portfolio...

  • Sep 11 2020
    Investment Update and Comments on Jobs (How Many and How We Work)

    We wanted to address a couple of points following last week’s update. We have gone slightly more defensive in your portfolios...

  • Mar 18 2020
    Separating Emotions from Investing is Key to Surviving Coronavirus.

    These last few weeks have been a roller coaster. Here's what we have been doing and what you can do in this time of uncertainty...

  • Mar 6 2020
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    Investment Update: Did the Market Just Catch a Cold, or Is It Terminally Ill?

    In this update, I want to cover a few areas that could suggest stabilization in the market and also a few caution signs we are carefully watching.

  • Feb 25 2020
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    Investment Update: February 2020 

    Due to recent market volatility, I want to give you an update on how we're reducing risk exposures while staying the course on your unique needs and goals.

  • Jul 11 2019
    magazine of the stock market and investments update
    Investment Newsletter 3Q19

    Read Stuart's letter for an update on the markets and investments. The strong rally in 1q19 is flattening out and low-interest rates have limited downside.

  • Feb 4 2019
    2018 Was Truly an Unusual Year for Markets

    You can read about our outlook for 2019, but in the meantime, here are 3 facts that made the year 2018 truly unusual in recent market history.

  • Oct 19 2018
    October Volatility Update
    October Volatility Update: Near-Term Caution, But Looking for Opportunity

    We are watching the market and adjusting our strategies to become more defensive. Here are 3 reasons why we are not completely bearish.