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Jan 234 min read
Our Thoughts on FOURTH Quarter 2024
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The fourth quarter of 2024 was a dynamic period for...


Jan 233 min read
Our Thoughts on THIRD Quarter 2024
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The third quarter of 2024 was anything but dull in...


Sep 6, 20242 min read
My Thoughts on The Market: August 5, 2024
Matt Johnson, CFA® Last month was non-eventful in the markets, we witnessed a decline in the 10-Year Treasury yield back to the levels of...


Jul 11, 20245 min read
Our Thoughts on SECOND Quarter 2024
Matt Johnson, CFA® - Andy Nugent, CFA® 2nd Quarter Market Recap, Portfolio Analysis, and Review The market was a mixed bag in the latest...

Apr 9, 20244 min read
Our Thoughts on FIRST Quarter 2024
Matt Johnson, CFA® - Andy Nugent, CFA® 1st Quarter Market Recap, Portfolio Analysis, and Review What a way to begin the year! The S&P...


Jan 16, 20245 min read
Our Thoughts on FOURTH Quarter 2023
Matt Johnson, CFA® - Andy Nugent, CFA® 4th Quarter Market Recap, Portfolio Analysis, and Review The market was up in the fourth quarter...


Oct 13, 20235 min read
Our Thoughts on Third Quarter 2023
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The market was down in the third quarter with...


Sep 11, 20236 min read
Our Thoughts on second Quarter 2023
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The beginning of the second quarter continued where...


Apr 28, 20235 min read
Our Thoughts on first Quarter 2023
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The S&P 500 began the year with strength despite many...


Apr 28, 20235 min read
Our Thoughts on fourth Quarter 2022
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The S&P 500 rallied off its yearly lows which we saw...

Oct 19, 20225 min read
Our Thoughts on Third Quarter 2022
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The Third Quarter of 2022 started off strong with the...

Aug 25, 20226 min read
Our Thoughts on Second Quarter 2022
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review Second Quarter, 2022 showed us a glimpse into the...

Apr 27, 20227 min read
Our Thoughts on First Quarter 2022
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 1st quarter of 2022 began with the US seemingly...


Jan 27, 20222 min read
Understanding market corrections
2022 is off to an "interesting" start... As we try and put the pandemic, political tensions, and economic concerns behind us in in this...


Jan 15, 20228 min read
Our Thoughts on Fourth Quarter 2021
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 4th quarter continued to see Covid-19 as a top...


Oct 12, 20217 min read
Our Thoughts on Third Quarter 2021
Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 3rd quarter saw the Covid-19 Delta variant sweep...


Sep 7, 20214 min read
What Is a Fee-Only Financial Advisor & Why Does it Matter?
By Diana Blair You didn’t make the decision to work with a financial advisor without some serious thought. After all, sometimes it feels...


Aug 26, 20213 min read
Do You Know Someone Who Needs Our Help?
By Diana Blair Life, even in normal times, is full of change. Then we have a year like the one we just walked through and it’s hard to...


Jul 9, 20217 min read
Q2 Market Report
By Matt Johnson, CFA® and Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The second quarter saw COVID-19 restrictions...

Jul 6, 20212 min read
Inflation - Is it here to stay?
By Andy Nugent, CFA® It seems every time I turn on the news these days, news reports about inflation are “all the rage”. Rates are...
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