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Q2 2022 was a down quarter for nearly all asset classes. Stock, bond and real estate were all down.  Bond were down as interest rates increased. It may seem a…

Stocks markets around the globe were down during Q1 2022. Bonds were also down. Attributing market movements to specific events can often be misleading. Most likely these drops have to…

Bonds have been in the news as interest rates have been rising. Bond can drop when interest rates rise. In Q4 2021 the US Bond Market was flat, although overall…

Emerging Markets stocks were down over 8% during Q3 2021, while other areas of the global stock markets (US stocks, Real Estate and Developed International Markets) were down just a…

Commercial Real Estate and Emerging Markets Small companies were the top performers in Q2 2021, contrary to many expectations that commercial real estate would continue to struggle. US stocks, international…

Q1 2021 represented a reversal of 2020 returns. US Small Company Value stocks, as measured by the Russell 2000 Value Index, did 21.17%. Keep in mind that is 21.17% in…

International investments outperformed US investments for the 4th quarter of 2020, although US investments have performed better for the full year 2020 and the decade 2010 to 2020. Small company…

For the full year 2020, US stocks outperformed international stocks, and large company stocks outperformed small company stocks. The same trend was true for entirety of the decade 2010 -…