June 2022 Investor Report

By: Stash Graham Stocks fell again in June as the benchmark S&P 500 closed out its worst first-half performance in fifty-two years.    The benchmark…

May 2022 Investor Report

By: Stash Graham Downside pressures continued in the month of May as all three major domestic indices fell. The NASDAQ 100 fell the most, losing…

April 2022 Investor Report

By: Stash Graham The volatility of markets was on display again during April as renewed selling pressure undid the strong two-week rally at the end…

March 2022 Investor Report

By: Stash Graham All three major indexes rebounded with a surge in equity prices during the second half of the month. However, a weak multi-day…

February 2022 Investor Report

By: Stash Graham February continued January’s weakness as all three major domestic indices were down on conflict concerns in Ukraine. The benchmark S&P 500 fell…

January 2022 Investor Report

By: Stash Graham January kicked off the new investment year with a terrible result as all major indices fell to have their worst start since…

December 2021 Investor Report

By: Stash Graham December positively closed the year. All three major indices finished with gains consistent with our partners’ accounts—the strong finish caps a good…

November 2021 Investor Report

By: Stash Graham The month of November ended with a bang as the newly renominated Federal Reserve Chairman Jerome Powell testified to the Senate Banking…

October 2021 Investor Report

By: Stash Graham October brought new life after a poor September for financial assets. All three of the major domestic indices produced positive returns, making…

September 2021 Investor Report

By: Stash Graham A news-laden September produced losses across all three major American indices. Developments ranging from a hawkish Federal Reserve to questions about the…