Locally based CPA firm since 1956
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...
Marketwatch – July 2021

Marketwatch – June 2021

The Dow wrapped up May gaining 1.9%, the S&P 500 delivered a gain of 0.55% for the month, and the Nasdaq finished the month with a gain of 5.91%. Year-to-date the S&P 500 is up 11.93%, the Dow is up 12.82% and the Nasdaq is up 6.68%. Market worries: The...