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October 25, 2022

Investment Summary – 3rd Quarter 2022

A volatile year for financial markets extended into the third quarter, as investor confidence and patience were tested by swings in stock and bond prices. A […]
July 25, 2022

Investment Summary – 2nd Quarter 2022

A challenging second quarter for both stocks and bonds mercifully came to an end as uncertainty weighed heavily on global financial markets. June was a particularly […]
April 25, 2022

Investment Summary – 1ST Quarter 2022

World financial markets endured a volatile first quarter as stock and bond prices suffered corrections and ended the period lower by mid-single digit percentages. In a […]
March 10, 2022

Russia-Ukraine Update March 2022

We have joined many around the world to witness the shocking crisis in Ukraine, with the images and developments in the war being painful to see […]
January 31, 2022

Investment Summary – 4th Quarter 2021

A strong finish for stocks in December capped off another rewarding year for investors, despite ongoing challenges from the pandemic as well as new concerns related […]
October 22, 2021

Investment Summary – 3rd Quarter 2021

The just completed third quarter delivered unremarkable returns in stocks and bonds, although volatility was picking up towards the end of September. Choppiness in the financial […]
July 22, 2021

Investment Summary – 2nd Quarter 2021

The second quarter wrapped up with reports of largely upbeat economic data, coupled with another new record high for stock prices. The Dow Jones Industrial Average […]
April 27, 2021

Investment Summary – 1st Quarter 2021

During a choppy and volatile first quarter for the financial markets, stock prices were able to achieve new records and build on the strong finish of […]
January 28, 2021

Investment Summary – 4th Quarter 2020

The year 2020 has finally come to an end, putting behind us a pandemic-laden period that brought unprecedented challenges and disruptions. Along with the health crisis […]
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Please call Calvin Place at (781) 792-0440 to request an introductory meeting or you may submit an inquiry below.

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