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...
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- Jul 11
- 5 min
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
- 4 min
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
- 5 min
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, 2023
- 5 min
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, 2023
- 6 min
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, 2023
- 5 min
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, 2023
- 5 min
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, 2022
- 5 min
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, 2022
- 6 min
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, 2022
- 7 min
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, 2022
- 2 min
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, 2022
- 8 min
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, 2021
- 7 min
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, 2021
- 4 min
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, 2021
- 3 min
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, 2021
- 7 min
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, 2021
- 2 min
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...
- Jun 5, 2021
- 3 min
Earnings: What Are They And What Story Do They Tell?
By Andy Nugent, CFA® Every quarter, publicly listed companies report their earnings per share. The investing world waits anxiously for...
- May 17, 2021
- 2 min
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