Dec 2021 – Outlook 2022- Passing the Baton
byDear Valued Investor: Our resurgent economy grew at over a 6% pace in the first half of 2021 and is on track for over 5% growth for the year by the time 2021 draws to a close. During the early recove..
Read moreDec 2021 – Holiday Resilience
byDear Investor, We hope everyone enjoyed the Thanksgiving holiday with family and friends. While life has been challenging during the pandemic, we have a lot to be thankful for. At this time, we are e..
Read moreNov 2021 – Many Reasons to Be Thankful
byDear Investor, The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is ..
Read moreOctober 11th 2021 BASH Market Commentary
byDear Client, One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For i..
Read moreSept 2021 – The Bull Market Continues
byThe bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end o..
Read moreAugust 2021 – Six Months and Counting
bySix months and counting. That is the current monthly winning streak for the S&P 500 Index. To take that a step further, this key equity benchmark has posted gains in 13 of the last 16 months—dat..
Read moreJuly 2021 – Midyear Outlook 2021
byDear Investor, In the first half of 2021, the U.S. economy powered forward faster than nearly anyone had expected. Speed can be exhilarating, but it can also be dangerous. In our view, the overall ec..
Read moreJune 2021 – Gearing up for Summer
byDear Scott, As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy co..
Read moreMay 2021 – Out of the Shadows
byDear Valued Investor: As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is the idea that the stock market tends to be..
Read moreApril 2021 Spring into a positive outlook
byDear Investor, “The real key to making money in stocks is not to get scared out of them.” Peter Lynch They say April showers bring May flowers. Well, after a lot of showers and storms over the p..
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