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Holiday Cheers & Monthly Market News

Holiday Cheers & Monthly Market News

I hope you’re enjoying the holiday season.

As year end approaches, I wanted to share a few encouraging statistics about the investment world and economy.

Monthly News and Halloween Updates!

Monthly News and Halloween Updates!

I hope you had a great Halloween!

Here’s how my family spent the holiday, plus a few interesting articles and charts from the past month.

Third Quarter Investment Commentary, 2023

Third Quarter Investment Commentary, 2023

The third quarter typically provides the weakest returns of the year.

This year, it lived up to its reputation with both stocks and bonds posting negative returns.

Second Quarter Investment Commentary, 2023

Second Quarter Investment Commentary, 2023

Investment returns during the second quarter were good once again.

This marks the third straight quarter of positive returns for US and International stocks.

First Quarter Investment Commentary, 2023

First Quarter Investment Commentary, 2023

Investment returns during the first quarter were positive across the board: stocks and bonds, both domestically and abroad, were all up.

These gains occurred despite turmoil in the banking sector.

It Can Pay to Hold Cash

It Can Pay to Hold Cash

Happy Saint Patrick’s Day! The color of the holiday is green, and with that in mind I wanted to share good news on something else green: cash.

Specifically, getting paid by banks through savings account interest rates.

Note Regarding Recent Bank Failures

Note Regarding Recent Bank Failures

By now you have likely heard about the closure of Silicon Valley Bank and Signature Bank. These are the #2 and #3 biggest bank failures in American history, and the biggest since the financial crisis of 2008.

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