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August 2023 Market Update

After a good July, August saw the markets pull back until the 24th, and then pare some of those losses to close …

July 2023 Market Update

The month of July saw a positive run in the markets. For a nice change of pace, the returns were more spread …

June 2023 Market Update

The month of June saw the overall market continue to gain overall. Although we saw a market slump mid-month, we finished all …

May 2023 Market Update

The month of May saw some interesting market movement. Many securities and companies were down or flat for the month from the …

Not sure if it was just me, but April seemed to fly by! Tax season kept us all busy and markets have …

March 2023 Market Update

The month of March certainly kept investors on their toes. We saw some interesting developments with the fall of Silicon Valley Bank …