Quarterly Summary

This is a very special quarterly report for me. There are several reasons for this but first and foremost this report marks the one-year...

1st Quarter 2021 Market Summary

The S&P 500 Index closed at 3,972.89 on 3/31/21, 0.04% below its all-time closing high of 3,974.54 on 3/26/21. In March, all 11 major...

4th Quarter 2020 Market Summary

The S&P 500 Index closed at 3,756.07 on 12/31/20, another all-time high. In spite of COVID 19 and all the talking heads in 2020, the S&P...