Locally based CPA firm since 1956
Marketwatch – October 2021

Marketwatch – October 2021

The S&P 500 finished September down -4%, while the Nasdaq Composite finished -4.6% and the Dow lost -3.6% marking the biggest monthly slide since March 2020 – the very depths of the Pandemic shutdown.   Worries about China, the pandemic, the debt ceiling, and tax...
Marketwatch – September 2021

Marketwatch – September 2021

The S&P 500 finished August +3.13%, while the Nasdaq Composite finished +3.97% and the Dow gained 1.51%.    American equities had their seventh straight monthly advance — the longest winning streak since January 2018 — amid a tonic of strong corporate...
Marketwatch – July 2021

Marketwatch – July 2021

Wednesday was the last day of the second quarter and final day of the first half of 2021. The S&P 500 has risen 14.4% year to date, while the Nasdaq Composite and the Dow have each gained more than 12%.  Market worries: During the final trading days of June US...
Marketwatch – July 2021

Midyear Review and Outlook – Summer 2021

After reviewing several midyear investment review documents from firms such as J.P. Morgan Asset Management, T. Rowe Price, Capital Group (American Funds), Morningstar, and others; I decided to summarize the common themes presented. The first ½ of 2021 global growth...