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    Q1 2021 Market Comments

    Global share values continued to rise during the first three months of 2021. The equity markets, buoyed by reopening economies, particularly in the US, extended the upswing in prices that has remained intact since late March last year.

    Financial Insights

    American Rescue Plan Act Provides Relief to Individuals and Businesses

    The $1.9 trillion emergency relief package represents an effort to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis.


    February 2021 Market Commentary

    Corrections in equity markets are as inevitable as the passage of time but investors that remain focused on a coherent strategy and philosophy have in hand the best means to outpace inflation and to harvest real returns.

    Financial Insights

    GameStop, Reddit, and Market Mania: What You Need to Know

    At the heart of this story are two very different sets of investors: professional managers of multibillion-dollar hedge funds and a small army of individual investors connected through social media.

    Financial Insights

    January 2021 Market Commentary

    Global equity markets ended the first month of 2021 mixed. After a slow start, US benchmark indexes registered new all‐time highs around the time of the Presidential Inauguration.

    Financial Insights

    Consolidated Appropriations Act Provides Relief Individuals and Businesses

    The $900 billion emergency relief package represents a bipartisan effort to assist individuals and businesses during the ongoing coronavirus pandemic and economic crisis.


    Q4 2020 Market Comments

    December capped a strong 2020 fourth quarter performance by both domestic and global equities.

    Financial Insights

    New College Cost Data for 2020-2021 School Year

    Every year, the College Board releases updated college cost data and trends in its annual report.

    Financial Planning