Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The fourth quarter of 2024 was a dynamic period for...

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The third quarter of 2024 was anything but dull in...

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...

Matt Johnson, CFA® - Andy Nugent, CFA® 2nd Quarter Market Recap, Portfolio Analysis, and Review The market was a mixed bag in the latest...

Matt Johnson, CFA® - Andy Nugent, CFA® 1st Quarter Market Recap, Portfolio Analysis, and Review What a way to begin the year!  The S&P...

Matt Johnson, CFA® - Andy Nugent, CFA® 4th Quarter Market Recap, Portfolio Analysis, and Review The market was up in the fourth quarter...

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The market was down in the third quarter with...

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The beginning of the second quarter continued where...

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The S&P 500 began the year with strength despite many...

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The S&P 500 rallied off its yearly lows which we saw...

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The Third Quarter of 2022 started off strong with the...

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review Second Quarter, 2022 showed us a glimpse into the...

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 1st quarter of 2022 began with the US seemingly...

2022 is off to an "interesting" start... As we try and put the pandemic, political tensions, and economic concerns behind us in in this...

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 4th quarter continued to see Covid-19 as a top...

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 3rd quarter saw the Covid-19 Delta variant sweep...

By Diana Blair You didn’t make the decision to work with a financial advisor without some serious thought. After all, sometimes it feels...

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...

By Matt Johnson, CFA® and Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The second quarter saw COVID-19 restrictions...

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...