I recently put together this quarterly market and economic commentary for my firm. We send it to our clients each quarter. I wanted to share it with you as well. After the commentary, you’ll find some Year-End Financial Planning topics that may be of interest. Market and Portfolio Commentary Equities The equity markets continued to […]
Mid-Year Update: Market Commentary, Election, and Links
In this short quarterly update post, I am sharing a 2nd Quarter Market Commentary/Outlook, an Election/Investing piece, and a compilation of articles/podcasts/other media links that I’ve come across recently. I hope you enjoy! Market Commentary I created the below summary of the markets and economy this year and the outlook heading into the second half. We […]
Mid-Year Update
A long delay between posts but I do have a few updates. I can’t believe we are already into July, the year is flying by for me. I’m doing the same format as previously so enjoy. Hopefully, more thoughtful posts coming soon. WMS Updates It’s been a productive first half of the year for our […]
Quarterly Post – Fall 2022
My late-Fall 2022 Quarterly Update coving market commentary, personal updates, and some links. WMS Updates/Market Commentary A few weeks ago, I was in National Harbor (outside of Washington, DC) for our broker-dealer’s annual conference at the MGM Hotel and Casino. We had all of our team members in attendance. It was a good few days […]
Quarterly Update – Summer 2022
My late summer, quarterly post covering market commentary, personal updates, and some links. Market Commentary I sent the below summary (tweaked slightly for this post) to several clients over the past few weeks. I believe it’s a relevant, quick summary of what we’ve seen in the markets so far this year: As we highlighted in the first quarter review, the […]
Quarterly Update – Spring 2022
My quarterly post covering personal and professional updates, and some links. Upcoming Posts A quick plug on some upcoming updates. Admittedly, I’ve been slack about creating new content on this blog, especially on the topics of investing and financial planning. That will change over the next few months – I have several posts in the pipeline that address specific […]