Investment Recap

Third Quarter 2018

The major stock market indexes moved up over 7% in the third quarter, this was before a significant correction which occurred during Wednesday, October 10th and Thursday, October 11th. Our performance did not match the big market jump but...

Second Quarter 2018

We were able to match the second quarter gain in Russell 3000 average of 3%. On the interest rate front, short term interest rates have moved up some, in line with the Federal Reserve increases in the discount rate and as an affirmation...

First Quarter 2018

The first quarter started strongly in January with market gains of 7%. Beginning in February markets experienced much higher volatility and nervousness; the quarter ended in a loss of less than 1%. Our performance was 1% below the market...

Fourth Quarter 2017

“It’s the economy stupid”. This phrase has been bandied about recently to try to explain what some have called a stock market “melt up”, despite continued turmoil in Washington, D.C. The phrase was first used by Bill Clinton in his...

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