July Market Recap & An Interest in Interest
In July, US stocks increased, while international stocks and bonds went down. This year, international stocks have outperformed, followed by US large-caps and bonds. US
August 1, 2025
July Market Recap & An Interest in Interest
June Market Recap & Rebalancing Your Investments
In June, stocks continued to rally. US small and large caps did best, while international stocks and bonds followed. So far for the year, international
July 2, 2025
May Market Recap & Thoughts on When to Buy
In May, stocks rallied significantly. US large and small caps led, while international stocks also continued to go up. Bonds declined. So far for the
June 3, 2025
April Market Recap & A Historical Perspective
In April, market results continued to diverge. International stocks were up again, and bonds were slightly up as well. US large and small-cap stocks went
May 1, 2025
Mid-April Market Update
Stock market volatility has remained elevated through the first half of April. In fact, we can quantify the current level of volatility and compare it
April 16, 2025
Jim’s Retirement Celebration
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.
April 8, 2025
The Shelf Life of News – March Market Recap
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
April 1, 2025
