Q3 2022 was a down quarter for stocks, bonds and real estate, continuing what happened in Q2 2022. US stocks did better than international stocks, and US small company stocks…
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…
There is a little known tax credit some taxpayers can receive for making contributions to a retirement account. This includes IRA’s, 401(k)’s and more. This is in addition to the tax deduction…
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…
There is a little known tax credit some taxpayers can receive for making contributions to a retirement account. This includes IRA's, 401(k)'s and more. This is in addition to the…