We hope you can join us in congratulating our co-founder Jim Hess, CPA, on his retirement after more than 41 years with our firm.
In March, market results were negative. Bonds were very slightly up, international stocks were down a bit, while US large-cap and small-cap stocks went down
In February, market results were mixed. International stocks and bonds increased, while US large and small-cap stocks fell. So far for the year, US small-cap
In January, markets increased. International stocks fared the best, followed by US large and small caps. Bonds trailed, but still made money. Thoughts on Risk
In December, markets declined. Bonds fell the least, followed by US large cap and international stocks. US small cap stocks declined the most. Over the
