Quarterly Investment Reviews

We look back over the market in 3-month sections, and give you some insights that may be helpful. After all, the more informed you are, the easier it will be to achieve the best possible outcome for your situation.

Quarter in Review The first half of 2020 will likely go down as a very difficult time in modern history. A global pandemic has already killed half a million people worldwide and more than 127,000 here in the U.S. EffortsREAD MORE

Quarter in Review • After reaching all-time highs in February, stock markets plunged rapidly as the severity of the COVID-19 epidemic became clear.• Overseas and domestically, as trade and travel ground to a halt, so did signs of economic growth.•READ MORE

Quarter in Review Easing trade tensions sent investor confidence and asset prices soaring during the quarter despite lackluster economic data. Overseas, economic activity remains muted as the global slow-down in growth continues, though encouraging signs are emerging. The economy isREAD MORE

Quarter in Review It may not have felt like it, but the U.S. stock market ended the third quarter 1.2% higher than it began. • Slowing global economic activity, mixed U.S. economic data and the volatile trade situation all weighedREAD MORE

Quarter In Review The U.S. stock market continued to rise during the quarter despite signs of slowing economic activity and an increase in trade tensions between the U.S. and China and Mexico. The S&P 500 Index ended the quarter justREAD MORE

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