2022 is off to an "interesting" start... As we try and put the pandemic, political tensions, and economic concerns behind us in in this new year, the market had other ideas. Led by the anticipation of the Federal Reserve raising interest rates, the equity markets have declined from all-time highs to start the year. By decline, I am referring to a drop of greater than 10%, this is known in the investing world as a "correction". It's just a term and does not have any additio

Matt Johnson, CFA® - Andy Nugent, CFA® Market Recap, Portfolio Analysis, and Review The 4th quarter continued to see Covid-19 as a top headline story. The variant has changed from Delta to Omicron, which is much more contagious than other variants, but thankfully, symptoms appear to be much less severe. Even so, many people had to call in sick to work causing staffing shortages which affects not only the service industry, but production too. Other headline topics for the q