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The year 2021 transpired much as what we expected.  Most stocks did extremely well, with the S&P 500 surging 27% for the year, marking the third consecutive year of gains…

We expected volatility in the 2nd half of 2021, and it took until early September before investors experienced the pressure on the downside.  This was similar to last year, when…

We are heading into a period when it is critical to make sure you understand not only the amount of risk within your portfolios, but also that you are getting…

Bonds were the clear loser in the first quarter as nearly every investment class showed impressive gains, with the exception of fixed income. All parts of fixed income underperformed stocks,…

The more things change, the more they remain the same. Despite the pandemic, this can even be said for 2020, even though it was a year like no other. This…