Q2 Quarterly Client Update
And the beat goes on… Essentially treading water for the first half of the quarter, markets found their footing and finished positive across every major asset class. Continued vaccination...
And the beat goes on… Essentially treading water for the first half of the quarter, markets found their footing and finished positive across every major asset class. Continued vaccination...
The Bottom Line ● U.S. equities advanced for the third week in a row and sixth in the last seven. Major U.S. indices closed at record highs, overcoming a big drop on Thursday over fears of the...
Quick Takes ● Global recovery lifts all boats. International bonds and stocks fell in June, but all major asset classes were up in Q2 as the global synchronized recovery continued. Economic...
The Bottom Line ● U.S. equities reached more record highs after seven straight gains, it best winning streak in 10 months. It was the second straight week of gains for the S&P 500, which is...
The buzz word of the year in the financial industry has without a doubt been “transitory.” This is the label that Federal Reserve Chairman, Jerome Powell, Treasury Secretary, Janet Yellen, and...
The Bottom Line ● Trading remains choppy but volatility dropped as stocks rallied to new record highs and rebounded nicely from last week’s pullback. Gains were broad based with both U.S. and...
> June 2026
> May 2026
> April 2026
> March 2026
> September 2025
> August 2025
> July 2025
> June 2025
> May 2025
> April 2025
Are you doing everything you can to reach the financial future you dream of?
Get advice today. Meet Don Williams, CMFC®, CRPC®, Financial Advisor & Partner